Liquidity Surge Signals Tech and Crypto Rally Ahead
The Everything Code suggests that over time the NDX has a 97% correlation with GMI Total Global Liquidity. Total Liquidity is at all time highs. NDX is following. We have been long tech stocks in GMI (and RV Pro) since Dec 2022 when liquidity bottomed. Crypto has digested the lagged effect of the US shutdown and liquidity crunch and should follow suit and head back to new highs as the business cycle improves and the Iran war fades. This has been a nasty mid cycle correction in my view and as marginal liquidity was withdrawn it got hit hard but as it comes back, it should accelerate. Let's see but nothing in my framework has changed. That led me to keep adding into weakness. Once we hit over 1 standard deviation overbought on the log trend, that'll be the time to take lifestyle chips off. I didn't before because it didn't get to that zone so I added on weakness instead. Good luck. Let's see...
Liquidity and ISM Metrics All Trending up Globally
Total Global Liquidity is rising Global M2 is rising US Total Liquidity is rising US M2 is rising China Total Liquidity is rising ISM is rising Try not to over think it.
ETH/BTC Surge Mirrors Rising ISM Business Cycle
ETH/BTC cross is getting very interesting here and is consistent with the rising business cycle (ISM) and rising liquidity... 1/ https://t.co/i03wXYa4Js
Coldie’s “Know Your Overlords” Now Secured in Culture Vault
The full set of 5 "Know Your Overlords - Tech Epochalypse" by @Coldie now safely tucked away in The Culture Vault. Now it's time to touch the art. Its a very clever interactive and kinetic networked art series and part...
Accumulate, Don't Trade; Long‑term Holding Builds Wealth
Too many people trade. Too few people accumulate in a secular trend (especially through weakness) and allow it to compound. There are very few rich traders but there are many, many rich people who owned assets for longer time horizons. Zoom...
Iran's Resource Crisis Threatens Global Energy and Food Security
We are getting to that point of doom on Iran where X got to on Ukraine. Back then without gas and food we were going to be cholipping frozen, starved, dead Europeans of the streets. This time it's oil, gas,...
Tesla FSD Delivers Stress‑free, Hands‑free City Travel
Tesla FSD is nothing short of magic. Just rented a Cybertruck, picked it up at the airport and it drove us directly to the Airbnb. None of the stress of a new city, new roads, new car. Had it for...
XCopy Outsells Banksy and Hirst, Remains UK Unknown
My guess is that @XCOPYART outsells both Banksy and Hirst currently in value traded, and no one in the UK even knows that he is their biggest artist, which is good. Disgusted to see Banksy doxxed for clicks.
Rising Global Liquidity Fuels Bitcoin Amid Crypto Pessimism
I can see how despondent everyone is about crypto and the pure chartists are telling you it's all over, but I don't agree... Global Liquidity is the most dominant macro factor in history with a 90% correlation to BTC and 97%...
Pixel Pod Lets Users Reshape Tokenized Art
The new PIXEL POD works by @kimasendorf are truly spectacular. The pieces are interactive and following on from PXL DEX, every pixel is a token, allowing you to add or remove pixels in the work itself to change its density...
Hold Quality Assets as Market Caps Surge to $100T
The game you should be playing.... Market cap from $3trn to $100trn in next 8 to 10 years. Strategy: Hold high quality assets and do nothing... 1/ https://t.co/X5zvZjaRpK
Liquidity and ISM Drive Long-Term Crypto Strength
No, the ISM is not everything and it doesn't mean up only yet necessarily, but it IS a necessary condition for strong crypto prices over time (as is liquidity). Liquidity will rise faster soon too, which creates reflexivity. Economy gud, crypto...
Liquidity Crunch Persists Amid Government Shutdown, Market Turmoil
Remember the last time the Government shut down? Yes, the market did exactly this. It's all about liquidity still and the TGA is still trapped until this finally resolves. Meanwhile expect more ugliness. The beatings shall continue until morale improves.
Crypto Diverges From Nasdaq and Commodities, Echoing 2020
Everyone in crypto now says we can't have nice things while Nasdaq, Gold, Silver, Copper and EM rip higher... As ever, zoom out... this is the divergence vs NDX. It barely registers. 2020 had something similar. 1/ https://t.co/j2sKtwDaXU
Gold's Long-Term Returns Lag Bitcoin by over 80%
Zoom out and you can barely see the recent gold outperformance over BTC... Remember this is a LOG chart so the moves look less dramatic (I know X loves drama however). From the 2022 peak gold is down -47% vs BTC and...
