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FINALLY GOODBYE JEROME: 🇺🇸 8 years. One era. One chairman. Jerome Powell survived: COVID pandemic. Highest inflation in 40 years. Trump pressure. Biden pressure. Market crashes. Never compromised. Never blinked. Defended Fed independence until his last day. Tomorrow Kevin Warsh takes over. Rate cuts incoming. Liquidity expanding. The first... show more

Merlijn The Trader

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98,459 次观看 • 3 个月前 •via X (Twitter)

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🚨 BREAKING: President Trump just announced he has chosen KEVIN WARSH to be the next Chairman of the Federal Reserve, replacing Jerome Powell Warsh has historically been pretty pro Bitcoin, which is an interesting trait for a Fed Chair TRUMP: “I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best. On top of everything else, he is ‘central casting,’ and he will never let you down.

🚨 BREAKING: President Trump just announced he has chosen KEVIN WARSH to be the next Chairman of the Federal Reserve, replacing Jerome Powell Warsh has historically been pretty pro Bitcoin, which is an interesting trait for a Fed Chair TRUMP: “I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best. On top of everything else, he is ‘central casting,’ and he will never let you down.

Nick Sortor

424,325 次观看 • 6 个月前

🚨 BREATH OF FRESH AIR AT THE FED: Trump Replaces Jerome Powell with Kevin Warsh... Markets Are POPPING! For years, Powell downplayed inflation as “transitory,” played political games, and dragged his feet on rate cuts that would have helped Trump and the American people. He’ll go down as one of the most political and ineffective Fed Chairs in history. Now we have a real fighter in Kevin Warsh — a guy who actually saw the housing crisis coming and warned everyone. The Dow is surging into record territory and traders are relieved. This is what happens when you put America First leadership in charge instead of deep state holdovers. Lower interest rates, stronger economy, and real results for working Americans incoming. Trump is fixing the broken institutions.

🚨 BREATH OF FRESH AIR AT THE FED: Trump Replaces Jerome Powell with Kevin Warsh... Markets Are POPPING! For years, Powell downplayed inflation as “transitory,” played political games, and dragged his feet on rate cuts that would have helped Trump and the American people. He’ll go down as one of the most political and ineffective Fed Chairs in history. Now we have a real fighter in Kevin Warsh — a guy who actually saw the housing crisis coming and warned everyone. The Dow is surging into record territory and traders are relieved. This is what happens when you put America First leadership in charge instead of deep state holdovers. Lower interest rates, stronger economy, and real results for working Americans incoming. Trump is fixing the broken institutions.

Gunther Eagleman™

45,486 次观看 • 3 个月前

🚨 EVERY NEW FED CHAIR HAS ENTERED DURING A BITCOIN BEAR MARKET. Coincidence? Take a look. → Janet Yellen became Fed Chair in 2014. Bitcoin eventually fell 86% from its cycle high. → Jerome Powell took over in 2018. Bitcoin fell 79%. → Powell was reappointed in 2022. Bitcoin fell 77%. → Kevin Warsh now takes over in 2026. Here's what most people miss... The Fed Chair isn't the reason Bitcoin falls. The timing is. A new Chair has consistently taken office around the end of the bull market, with their first year aligning with the bear market that followed. Now look at the calendar. 2014. 2018. 2022. All were post-election years when Bitcoin was already deep into its bear cycle. 2026 follows that same historical timing. History doesn't have to repeat. But when the same macro backdrop, the same cycle timing, and the same market structure appear together... It's worth paying attention.

🚨 EVERY NEW FED CHAIR HAS ENTERED DURING A BITCOIN BEAR MARKET. Coincidence? Take a look. → Janet Yellen became Fed Chair in 2014. Bitcoin eventually fell 86% from its cycle high. → Jerome Powell took over in 2018. Bitcoin fell 79%. → Powell was reappointed in 2022. Bitcoin fell 77%. → Kevin Warsh now takes over in 2026. Here's what most people miss... The Fed Chair isn't the reason Bitcoin falls. The timing is. A new Chair has consistently taken office around the end of the bull market, with their first year aligning with the bear market that followed. Now look at the calendar. 2014. 2018. 2022. All were post-election years when Bitcoin was already deep into its bear cycle. 2026 follows that same historical timing. History doesn't have to repeat. But when the same macro backdrop, the same cycle timing, and the same market structure appear together... It's worth paying attention.

Mister Crypto

16,523 次观看 • 27 天前

BREAKING: Ray Dalio just sent a warning to Kevin Warsh. "You wouldn't cut rates now." "You would lose your credibility." The man who built the world's largest hedge fund. Telling the incoming Fed Chair exactly what he cannot do. > No early cuts. > No political pressure. > No bowing to Trump. The market has been pricing in rate cuts for months. Dalio just said that trade is wrong. Higher for longer. Whether the market likes it or not. Whether Trump likes it or not. The Fed's credibility is worth more than one rate cut. And Ray Dalio just made sure Warsh knows it.

BREAKING: Ray Dalio just sent a warning to Kevin Warsh. "You wouldn't cut rates now." "You would lose your credibility." The man who built the world's largest hedge fund. Telling the incoming Fed Chair exactly what he cannot do. > No early cuts. > No political pressure. > No bowing to Trump. The market has been pricing in rate cuts for months. Dalio just said that trade is wrong. Higher for longer. Whether the market likes it or not. Whether Trump likes it or not. The Fed's credibility is worth more than one rate cut. And Ray Dalio just made sure Warsh knows it.

Crypto Tice

59,080 次观看 • 4 个月前

🔥🚨 BREAKING: Peter Navarro just BOMBED Fed Chair Jerome "Too late" Powell following his possible indictment for LYING to Congress. "Chairman Powell, first of all, the Fed is politicized, and Chairman Powell is the WORST Fed chair since Arthur Burns." "He is the POSTER CHILD for politicizing the Fed, the only reason why he is still there is because he papered over the fiscal irresponsibility of Joe Biden and got America into an inflation crisis." "Look at what he's being investigated for. It looks like there are luxury elevators and dining rooms, but he claims that it was never renovated before, when in fact it was." "COME ON Jay, do your job, since you got there you made three major BLUNDERS that cost this economy a trillion dollars easily, let's see what happens with this investigation."

🔥🚨 BREAKING: Peter Navarro just BOMBED Fed Chair Jerome "Too late" Powell following his possible indictment for LYING to Congress. "Chairman Powell, first of all, the Fed is politicized, and Chairman Powell is the WORST Fed chair since Arthur Burns." "He is the POSTER CHILD for politicizing the Fed, the only reason why he is still there is because he papered over the fiscal irresponsibility of Joe Biden and got America into an inflation crisis." "Look at what he's being investigated for. It looks like there are luxury elevators and dining rooms, but he claims that it was never renovated before, when in fact it was." "COME ON Jay, do your job, since you got there you made three major BLUNDERS that cost this economy a trillion dollars easily, let's see what happens with this investigation."

The Patriot Oasis™

507,117 次观看 • 7 个月前

BREAKING: Tommorow could be Jerome Powell's last press conference as Fed Chair. Ever. 2:00 PM ET. Rate decision. 2:30 PM ET. Powell speaks. 99% chance of a hold at 3.50%. Third consecutive pause. But nobody is watching the rate decision. Everyone is watching the man behind the podium. Powell's term ends May 15. Kevin Warsh sat for his Senate confirmation hearing yesterday. A new Fed Chair. Inheriting 3.50% rates. 3.3% inflation. One cut penciled in for all of 2026. Almost no room to move. And a market hanging on every single word. Wednesday isn't just an FOMC meeting. It could be the end of an era. Watch 2:30 PM ET closely.

BREAKING: Tommorow could be Jerome Powell's last press conference as Fed Chair. Ever. 2:00 PM ET. Rate decision. 2:30 PM ET. Powell speaks. 99% chance of a hold at 3.50%. Third consecutive pause. But nobody is watching the rate decision. Everyone is watching the man behind the podium. Powell's term ends May 15. Kevin Warsh sat for his Senate confirmation hearing yesterday. A new Fed Chair. Inheriting 3.50% rates. 3.3% inflation. One cut penciled in for all of 2026. Almost no room to move. And a market hanging on every single word. Wednesday isn't just an FOMC meeting. It could be the end of an era. Watch 2:30 PM ET closely.

Crypto Tice

272,771 次观看 • 4 个月前

Kevin Warsh just ended his first ever FOMC meeting as Fed chair. His message to markets: "I can't give you any guidance on what we're going to do next." Here is what he said: 1. Inflation is still way above the Fed's 2% target and prices are too high for most people 2. "We will fix five years of misses on inflation", he is directly saying the previous Fed failed 3. The Fed will no longer tell you in advance what it plans to do with interest rates 4. He watches stock market prices more than anything else when making decisions 5. Interest rates are hurting the housing market but are not slowing down financial markets 6. All 19 members at the table agreed not to raise rates today 7. The 2% inflation target is not changing 8. He refused to say whether bond yields rising after today's decision concerns him 9. He refused to say whether he has spoken to Trump since becoming Fed chair Under Powell, the Fed always told markets what was coming next. Under Warsh, that is gone.

Kevin Warsh just ended his first ever FOMC meeting as Fed chair. His message to markets: "I can't give you any guidance on what we're going to do next." Here is what he said: 1. Inflation is still way above the Fed's 2% target and prices are too high for most people 2. "We will fix five years of misses on inflation", he is directly saying the previous Fed failed 3. The Fed will no longer tell you in advance what it plans to do with interest rates 4. He watches stock market prices more than anything else when making decisions 5. Interest rates are hurting the housing market but are not slowing down financial markets 6. All 19 members at the table agreed not to raise rates today 7. The 2% inflation target is not changing 8. He refused to say whether bond yields rising after today's decision concerns him 9. He refused to say whether he has spoken to Trump since becoming Fed chair Under Powell, the Fed always told markets what was coming next. Under Warsh, that is gone.

Bull Theory

1,030,593 次观看 • 2 个月前

🚨 WARNING: A FED CHAIR CHANGE WILL LEAD TO A BIG STORM!! Look at the chart carefully. This is the statistic of every Bitcoin crash after a Fed Chair change. – Yellen: -86% – Powell term 1: -82% – Powell term 2: -76% Prediction markets are pricing Kevin Warsh’s arrival as Fed Chair at a 90% probability. And this model has never been wrong. No exceptions. This is likely exactly what happens for the 4th time: Every vertical line marks a different FED era. And every single time, Bitcoin entered a completely different phase after the transition. That’s the trap. The market usually looks strong first. People think: “New FED Chair = bullish reset.” But historically, that’s exactly when the real repricing begins. – Different FED Chair. – Different policy expectations. – Different liquidity cycle. Same result. And now the market is potentially approaching another transition again. Kevin Warsh odds keep rising. This is why I’m paying attention to this setup very closely. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: A FED CHAIR CHANGE WILL LEAD TO A BIG STORM!! Look at the chart carefully. This is the statistic of every Bitcoin crash after a Fed Chair change. – Yellen: -86% – Powell term 1: -82% – Powell term 2: -76% Prediction markets are pricing Kevin Warsh’s arrival as Fed Chair at a 90% probability. And this model has never been wrong. No exceptions. This is likely exactly what happens for the 4th time: Every vertical line marks a different FED era. And every single time, Bitcoin entered a completely different phase after the transition. That’s the trap. The market usually looks strong first. People think: “New FED Chair = bullish reset.” But historically, that’s exactly when the real repricing begins. – Different FED Chair. – Different policy expectations. – Different liquidity cycle. Same result. And now the market is potentially approaching another transition again. Kevin Warsh odds keep rising. This is why I’m paying attention to this setup very closely. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

40,194 次观看 • 3 个月前

🚨 WARNING: BIG STORM IS COMING!!! Today Kevin Warsh officially took the Fed chair seat. Every time the Fed chair changes, Bitcoin crashes. Jan 2014: Yellen → BTC -83% Feb 2018: Powell → BTC -73% May 2022: Powell → BTC -61% May 2026: Warsh → WE ARE HERE The crowd is calm because he's PRO-CRYPTO. But the macro data is flashing red. CPI: 3.8% (3‑year high) Core CPI: 2.8% (8‑month high) Real wages: negative (first time in 3 years) Now look at the conflict. Trump wants rate cuts. But the data says no. Cutting would crash the dollar. Warsh has no winning move. Whatever he chooses, volatility is guaranteed. Remember, I've called every major turn for the last 10 years, including the $111K top in October. When the real bottom forms, I'll announce it here publicly, like I always do. Turn notifications on. Most people will follow me too late.

🚨 WARNING: BIG STORM IS COMING!!! Today Kevin Warsh officially took the Fed chair seat. Every time the Fed chair changes, Bitcoin crashes. Jan 2014: Yellen → BTC -83% Feb 2018: Powell → BTC -73% May 2022: Powell → BTC -61% May 2026: Warsh → WE ARE HERE The crowd is calm because he's PRO-CRYPTO. But the macro data is flashing red. CPI: 3.8% (3‑year high) Core CPI: 2.8% (8‑month high) Real wages: negative (first time in 3 years) Now look at the conflict. Trump wants rate cuts. But the data says no. Cutting would crash the dollar. Warsh has no winning move. Whatever he chooses, volatility is guaranteed. Remember, I've called every major turn for the last 10 years, including the $111K top in October. When the real bottom forms, I'll announce it here publicly, like I always do. Turn notifications on. Most people will follow me too late.

MARMOT

240,999 次观看 • 3 个月前

PART 2: New Fed Chair = MARKET SHIFT? (S&P 500) In this case, things are different Look at the S&P 500 across every Fed Chair transition since 2010 Bernanke, Yellen, Powell - stocks barely flinched While $BTC was dumping 60-80% every cycle, equities kept climbing WHY? Simple - institutional money flows into "safe" assets during uncertainty - Bonds - Large caps - Blue chips That's where capital hides when the Fed changes hands But there’s one catch Kevin Warsh is the frontrunner for the next Fed Chair And unlike every predecessor - he's openly pro-crypto This dude personally holds altcoins For the first time in history, the incoming Fed Chair might actually favor digital assets over traditional ones So ask yourself: "What happens to capital flows if that's true?" Maybe this time stocks take the hit and crypto gets the rotation instead But for me personally, this is a controversial issue What's your take on that? FOLLOW + COMMENT!

PART 2: New Fed Chair = MARKET SHIFT? (S&P 500) In this case, things are different Look at the S&P 500 across every Fed Chair transition since 2010 Bernanke, Yellen, Powell - stocks barely flinched While $BTC was dumping 60-80% every cycle, equities kept climbing WHY? Simple - institutional money flows into "safe" assets during uncertainty - Bonds - Large caps - Blue chips That's where capital hides when the Fed changes hands But there’s one catch Kevin Warsh is the frontrunner for the next Fed Chair And unlike every predecessor - he's openly pro-crypto This dude personally holds altcoins For the first time in history, the incoming Fed Chair might actually favor digital assets over traditional ones So ask yourself: "What happens to capital flows if that's true?" Maybe this time stocks take the hit and crypto gets the rotation instead But for me personally, this is a controversial issue What's your take on that? FOLLOW + COMMENT!

bee🐝

23,222 次观看 • 4 个月前

KEVIN WARSH IS NOT JEROME POWELL. And that's exactly why none of it matters. Everyone is watching 2 PM ET like it's going to save them. It won't. Cut to 3.50%? The market pumps for 4 hours. Then reality hits. You're still holding assets at insane valuations with a global economy slowing down. The pump gets sold into immediately. Hold at 3.75%? Nothing changes. The weight stays on, Slow bleed continues. Above 4.00%? You already know. Here's what nobody wants to say out loud: > Rate cuts don't fix $34 trillion in debt. > Rate cuts don't fix margin compression. > Rate cuts don't fix a consumer that's already tapped out. > Rate cuts don't fix what's already broken underneath. 2022 they cut too late. The market dumped anyway. 2026 they're cutting into a trap. Same result. The Fed doesn't have a tool for this. They have a microphone and a podium. 2 PM ET Watch the pump then watch what happens after. That's when the real move starts. Every major move this cycle I called it before it printed. The next one is coming. Turn on notifications, Don't be the person who saw this post after.

KEVIN WARSH IS NOT JEROME POWELL. And that's exactly why none of it matters. Everyone is watching 2 PM ET like it's going to save them. It won't. Cut to 3.50%? The market pumps for 4 hours. Then reality hits. You're still holding assets at insane valuations with a global economy slowing down. The pump gets sold into immediately. Hold at 3.75%? Nothing changes. The weight stays on, Slow bleed continues. Above 4.00%? You already know. Here's what nobody wants to say out loud: > Rate cuts don't fix $34 trillion in debt. > Rate cuts don't fix margin compression. > Rate cuts don't fix a consumer that's already tapped out. > Rate cuts don't fix what's already broken underneath. 2022 they cut too late. The market dumped anyway. 2026 they're cutting into a trap. Same result. The Fed doesn't have a tool for this. They have a microphone and a podium. 2 PM ET Watch the pump then watch what happens after. That's when the real move starts. Every major move this cycle I called it before it printed. The next one is coming. Turn on notifications, Don't be the person who saw this post after.

philarekt

134,290 次观看 • 2 个月前

The Wilder's moving average and Bollinger band moving average are about to cross on Treasuries held by the Federal Reserve. This happened approximately 3 weeks before the market topped in 2020. Kevin Warsh begins his term as Fed Chair on May 16th. He's been an outspoken critic of the Federal Reserve's printing and easy money policies. He been continually talking about reducing the balance sheet & being "deadly focused" on stable prices. He plans to eliminate the dual mandate of full employment, outlined in Project 2025. "The story I hear is inflation is not the central bank's fault, it's Putin & the pandemic. Nonsense." Whatever is about to happen, it's becoming increasingly clear Jerome Powell plans to let Kevin Warsh hold the bag... but maybe that was the plan this entire time. Back in 1929, when the markets first crashed after a dramatic final run, the Federal Reserve did nothing to save it. The Federal Reserve justified this inaction over "inflation fears", and instead of expanding the money supply they actively began to shrink it. This is the same language Warsh is using, fear over inflation. The market briefly recovered for 6 months into 1930, but as the market went up the Federal Reserve began reducing the money supply (Dollars), which caused markets to roll over again and fall for 2 years. By 1932, they had shrunk the total Dollar supply by 30% to implement the new system, the Banking Act of 1933. I believe this is what Scott Bessent & Kevin Warsh are about to do to the global Dollar supply.

The Wilder's moving average and Bollinger band moving average are about to cross on Treasuries held by the Federal Reserve. This happened approximately 3 weeks before the market topped in 2020. Kevin Warsh begins his term as Fed Chair on May 16th. He's been an outspoken critic of the Federal Reserve's printing and easy money policies. He been continually talking about reducing the balance sheet & being "deadly focused" on stable prices. He plans to eliminate the dual mandate of full employment, outlined in Project 2025. "The story I hear is inflation is not the central bank's fault, it's Putin & the pandemic. Nonsense." Whatever is about to happen, it's becoming increasingly clear Jerome Powell plans to let Kevin Warsh hold the bag... but maybe that was the plan this entire time. Back in 1929, when the markets first crashed after a dramatic final run, the Federal Reserve did nothing to save it. The Federal Reserve justified this inaction over "inflation fears", and instead of expanding the money supply they actively began to shrink it. This is the same language Warsh is using, fear over inflation. The market briefly recovered for 6 months into 1930, but as the market went up the Federal Reserve began reducing the money supply (Dollars), which caused markets to roll over again and fall for 2 years. By 1932, they had shrunk the total Dollar supply by 30% to implement the new system, the Banking Act of 1933. I believe this is what Scott Bessent & Kevin Warsh are about to do to the global Dollar supply.

Financelot

306,343 次观看 • 4 个月前

BREAKING: 10 days into the job, Trump is already throwing his new Fed Chair under the bus. The market priced his confirmation as a guaranteed rate cut. Hours after the swearing-in, Trump was on Truth Social demanding cuts that aren't coming. Here's why the entire 2026 rate cut thesis just broke: For most of 2026, Wall Street traded on one assumption. Trump replaces Powell with his own guy. The Fed delivers the cuts the President has been demanding for two years, and risk assets rip. Every long-duration asset on the board priced it in. Warsh's Senate confirmation passed 54-45 in May. The closest Fed Chair vote in modern history. The political fight was taken as proof Warsh would be loyal to the man who picked him. Then everyone read his actual Senate testimony: Warsh has been a public critic of the Fed's bloated balance sheet for over a decade. His pitch was what he called "regime change" at the Fed. He's philosophically closer to Paul Volcker than to a yes-man. Volcker pushed rates above 19% in 1981 to break inflation. Wall Street hated him at the time. History celebrates him today. That's the model Warsh has been studying for years. Not the easing playbook Trump wants. Then the macro data turned on him before he even took office. The May 28th PCE reading was the highest in nearly three years. WTI crude jumped almost 6% on June 1st to $92.54 a barrel. Iran had just suspended indirect talks with the US. Tariff costs from Trump's own February executive orders are still working through goods prices. Sticky inflation from policy decisions Trump made himself. Warsh walked into the worst possible setup. Hot inflation, an energy shock, and a President demanding the one move that would make inflation worse. Yesterday, June 2nd, Trump went back on Truth Social to attack Warsh for not cutting fast enough. 10 days into the job. From his own hand-picked Chair. This is where retail investors get trapped. The narrative all year was simple. Trump installs his guy. Cheap money returns. Buy everything that benefits. That trade required three things to be true at once. 1. Warsh has to be a puppet. 2. Inflation has to cooperate. 3. There has to be political room to cut. Right now, zero of those three are true. Markets have already priced out 2026 rate cuts entirely. A rate hike by year-end is now considered more likely than a cut. Retail positioning hasn't caught up. Most portfolios are still leaning long-duration tech and rate-sensitive assets that work in a cutting cycle and bleed in a holding cycle. Institutional positioning has caught up months ago. Berkshire sits on a record $397 billion in cash. Hedge funds rotated into commodities and short-duration. The S&P sits at all-time highs while the smart money is positioned for the cuts not arriving. A Fed Chair who believes in inflation credibility doesn't cut into rising prices regardless of who appointed him. The investors who win stopped trying to predict the next Fed move years ago. The market will reprice when it stops pretending otherwise. You can guess which week that happens. Or you can run a system that doesn't have to guess. Surmount automates your investments with rules-based strategies built on data, not political headlines...

BREAKING: 10 days into the job, Trump is already throwing his new Fed Chair under the bus. The market priced his confirmation as a guaranteed rate cut. Hours after the swearing-in, Trump was on Truth Social demanding cuts that aren't coming. Here's why the entire 2026 rate cut thesis just broke: For most of 2026, Wall Street traded on one assumption. Trump replaces Powell with his own guy. The Fed delivers the cuts the President has been demanding for two years, and risk assets rip. Every long-duration asset on the board priced it in. Warsh's Senate confirmation passed 54-45 in May. The closest Fed Chair vote in modern history. The political fight was taken as proof Warsh would be loyal to the man who picked him. Then everyone read his actual Senate testimony: Warsh has been a public critic of the Fed's bloated balance sheet for over a decade. His pitch was what he called "regime change" at the Fed. He's philosophically closer to Paul Volcker than to a yes-man. Volcker pushed rates above 19% in 1981 to break inflation. Wall Street hated him at the time. History celebrates him today. That's the model Warsh has been studying for years. Not the easing playbook Trump wants. Then the macro data turned on him before he even took office. The May 28th PCE reading was the highest in nearly three years. WTI crude jumped almost 6% on June 1st to $92.54 a barrel. Iran had just suspended indirect talks with the US. Tariff costs from Trump's own February executive orders are still working through goods prices. Sticky inflation from policy decisions Trump made himself. Warsh walked into the worst possible setup. Hot inflation, an energy shock, and a President demanding the one move that would make inflation worse. Yesterday, June 2nd, Trump went back on Truth Social to attack Warsh for not cutting fast enough. 10 days into the job. From his own hand-picked Chair. This is where retail investors get trapped. The narrative all year was simple. Trump installs his guy. Cheap money returns. Buy everything that benefits. That trade required three things to be true at once. 1. Warsh has to be a puppet. 2. Inflation has to cooperate. 3. There has to be political room to cut. Right now, zero of those three are true. Markets have already priced out 2026 rate cuts entirely. A rate hike by year-end is now considered more likely than a cut. Retail positioning hasn't caught up. Most portfolios are still leaning long-duration tech and rate-sensitive assets that work in a cutting cycle and bleed in a holding cycle. Institutional positioning has caught up months ago. Berkshire sits on a record $397 billion in cash. Hedge funds rotated into commodities and short-duration. The S&P sits at all-time highs while the smart money is positioned for the cuts not arriving. A Fed Chair who believes in inflation credibility doesn't cut into rising prices regardless of who appointed him. The investors who win stopped trying to predict the next Fed move years ago. The market will reprice when it stops pretending otherwise. You can guess which week that happens. Or you can run a system that doesn't have to guess. Surmount automates your investments with rules-based strategies built on data, not political headlines...

Logan Weaver

39,785 次观看 • 2 个月前

KEVIN WARSH IS ANOTHER REASON BEHIND THIS MARKET CRASH. Yesterday’s sell off began when the probability of Kevin Warsh becoming the next Fed Chair surged sharply. , This reaction was due to Kevin Warsh’s policy record. Kevin Warsh is not a new name. He served on the Federal Reserve Board from 2006 to 2011 and played a role during the 2008 crisis. Since leaving the Fed, he has been one of the most vocal critics of how monetary policy was handled after that period. He has repeatedly argued that QE inflated asset prices, increased inequality, and mainly benefited financial markets rather than the real economy. He has described QE as a REVERSE ROBIN HOOD policy. He has also said the post 2020 inflation surge was a policy mistake, not an unavoidable outcome. That tells markets he is less tolerant of prolonged ultra easy policy. While Warsh now supports cutting interest rates, his framework is different from what markets are used to. He has opposed for rate cuts combined with balance sheet reduction, not open ended liquidity. This is a big issue. Markets are pricing the risk that rates may come down, but liquidity may not expand the way it has in previous cycles. That combination is not friendly for highly leveraged trades, stretched equity valuations, or liquidity driven rallies. In simple terms: • Trump wants lower rates • Warsh wants tighter balance sheet discipline • Markets fear rate cuts without QE The era of QE is no longer guaranteed. And markets are finally starting to price that reality.

KEVIN WARSH IS ANOTHER REASON BEHIND THIS MARKET CRASH. Yesterday’s sell off began when the probability of Kevin Warsh becoming the next Fed Chair surged sharply. , This reaction was due to Kevin Warsh’s policy record. Kevin Warsh is not a new name. He served on the Federal Reserve Board from 2006 to 2011 and played a role during the 2008 crisis. Since leaving the Fed, he has been one of the most vocal critics of how monetary policy was handled after that period. He has repeatedly argued that QE inflated asset prices, increased inequality, and mainly benefited financial markets rather than the real economy. He has described QE as a REVERSE ROBIN HOOD policy. He has also said the post 2020 inflation surge was a policy mistake, not an unavoidable outcome. That tells markets he is less tolerant of prolonged ultra easy policy. While Warsh now supports cutting interest rates, his framework is different from what markets are used to. He has opposed for rate cuts combined with balance sheet reduction, not open ended liquidity. This is a big issue. Markets are pricing the risk that rates may come down, but liquidity may not expand the way it has in previous cycles. That combination is not friendly for highly leveraged trades, stretched equity valuations, or liquidity driven rallies. In simple terms: • Trump wants lower rates • Warsh wants tighter balance sheet discipline • Markets fear rate cuts without QE The era of QE is no longer guaranteed. And markets are finally starting to price that reality.

Bull Theory

424,118 次观看 • 6 个月前

Powell is set to wrap up his controversial eight-year term. Let’s break down his market-moving key decisions in just three minutes 👇 As the invisible puppet master behind the crypto market, every major call he’s made has swung Bitcoin’s price up and down. • 2018: A liquidity winter amid aggressive tightening After taking office in February, Powell stuck to monetary normalization and hiked rates four times within the year. His aggressive liquidity drain pushed capital costs higher, sending Bitcoin into a prolonged downtrend that bottomed out at $3,000 that December. • 2019: A rebound catalyst from policy pivot Faced with mounting growth headwinds, Powell put rate hikes on hold early in the year and delivered the first rate cut in a decade that July. Liquidity sentiment rebounded instantly, and Bitcoin front-ran the signal to hit a interim peak back in June. • 2020: Massive liquidity injection amid the pandemic crash Following the historic March 312 market meltdown, Powell cut rates to near zero and unleashed unlimited quantitative easing. The unprecedented flood of capital triggered a global asset shortage, directly fueling Bitcoin’s epic bull run into 2021. • 2021: The final rally fueled by lingering easy monetary policy Even as inflation heated up, Powell maintained a dovish stance throughout the year. This window of abundant liquidity backed Bitcoin’s landmark high in April, before notching a new all-time high ahead of the tapering announcement in November. • 2022: Aggressive tightening as an inflation hawk To correct its earlier misjudgment on inflation, the Fed kicked off its most aggressive rate hike cycle in decades starting in March. Global USD liquidity rushed back home, and Bitcoin crumbled under the brutal tightening pressure, hitting a cycle trough in November 2022. • 2023: Targeted liquidity backstop amid the banking crisis Amid the regional bank collapse chaos in March, Powell injected targeted liquidity via special Fed tools. This implicit market backstop restored risk sentiment, and Bitcoin showcased strong safe-haven properties to rally against the trend that month. • 2024: A new cycle ignited by the restart of rate cuts With the rate-cut cycle officially kicking off in September, the liquidity floodgates reopened once again. Strong easing expectations pushed Bitcoin to break its previous high as early as March, rallying all the way to its peak in October 2025. • 2026: Uncertainty lingers as his term draws to a close Powell chaired his final FOMC meeting this April, and his neutral stance heading into departure has left the market clouded with uncertainty. With his official exit due in May, capital turned cautious and retreated, triggering a predictable market pullback. Looking back over these eight years, every major surge and slump in Bitcoin has essentially moved in lockstep with Powell’s interest rate decisions. Now, this defining figure of the era is drawing the curtain on his tenure at the helm.

Powell is set to wrap up his controversial eight-year term. Let’s break down his market-moving key decisions in just three minutes 👇 As the invisible puppet master behind the crypto market, every major call he’s made has swung Bitcoin’s price up and down. • 2018: A liquidity winter amid aggressive tightening After taking office in February, Powell stuck to monetary normalization and hiked rates four times within the year. His aggressive liquidity drain pushed capital costs higher, sending Bitcoin into a prolonged downtrend that bottomed out at $3,000 that December. • 2019: A rebound catalyst from policy pivot Faced with mounting growth headwinds, Powell put rate hikes on hold early in the year and delivered the first rate cut in a decade that July. Liquidity sentiment rebounded instantly, and Bitcoin front-ran the signal to hit a interim peak back in June. • 2020: Massive liquidity injection amid the pandemic crash Following the historic March 312 market meltdown, Powell cut rates to near zero and unleashed unlimited quantitative easing. The unprecedented flood of capital triggered a global asset shortage, directly fueling Bitcoin’s epic bull run into 2021. • 2021: The final rally fueled by lingering easy monetary policy Even as inflation heated up, Powell maintained a dovish stance throughout the year. This window of abundant liquidity backed Bitcoin’s landmark high in April, before notching a new all-time high ahead of the tapering announcement in November. • 2022: Aggressive tightening as an inflation hawk To correct its earlier misjudgment on inflation, the Fed kicked off its most aggressive rate hike cycle in decades starting in March. Global USD liquidity rushed back home, and Bitcoin crumbled under the brutal tightening pressure, hitting a cycle trough in November 2022. • 2023: Targeted liquidity backstop amid the banking crisis Amid the regional bank collapse chaos in March, Powell injected targeted liquidity via special Fed tools. This implicit market backstop restored risk sentiment, and Bitcoin showcased strong safe-haven properties to rally against the trend that month. • 2024: A new cycle ignited by the restart of rate cuts With the rate-cut cycle officially kicking off in September, the liquidity floodgates reopened once again. Strong easing expectations pushed Bitcoin to break its previous high as early as March, rallying all the way to its peak in October 2025. • 2026: Uncertainty lingers as his term draws to a close Powell chaired his final FOMC meeting this April, and his neutral stance heading into departure has left the market clouded with uncertainty. With his official exit due in May, capital turned cautious and retreated, triggering a predictable market pullback. Looking back over these eight years, every major surge and slump in Bitcoin has essentially moved in lockstep with Powell’s interest rate decisions. Now, this defining figure of the era is drawing the curtain on his tenure at the helm.

Marcos Crypto

56,471 次观看 • 3 个月前

🚨 BREAKING: 2 Kevins Are Battling It Out “Apprentice” Style To Be His Next Fed Chair and — Larry Kudlow Says "The Federal Reserve Is A Deep State Against Trump"! 🔥 "You're fired" might be coming to the Federal Reserve. Trump insiders now say the central bank is at war with Trump’s America First agenda, and Larry Kudlow isn’t holding back. On-air, he called the Fed a “deep state institution” and claimed J. Powell has been undermining Trump on tariffs, trade, and inflation from day one. 🧠 Meanwhile, the “Two Kevins” — Kevin Warsh and Kevin Hassett — are battling for Trump’s blessing to take the top job at the Fed in what Kudlow calls a real-life “Apprentice-style showdown.” Both are trusted Trump allies and promise to purge the Fed’s left-wing groupthink and smash the broken models that failed us for years. 💣 Kudlow says: “If either of them get in, they will take out the Federal Reserve’s deep state that’s been running that institution from the left for too many years.” 📊 Add to that: A new Trump-backed study says tariffs did NOT cause inflation, contradicting J. Powell and the Fed’s narrative. Kudlow called out Powell directly, demanding he “show the proof, show the model” — and says he can’t. 💥 If Trump wins in November, the Fed’s comfy club is about to get wrecked — and one of the Kevins will be holding the hammer.

🚨 BREAKING: 2 Kevins Are Battling It Out “Apprentice” Style To Be His Next Fed Chair and — Larry Kudlow Says "The Federal Reserve Is A Deep State Against Trump"! 🔥 "You're fired" might be coming to the Federal Reserve. Trump insiders now say the central bank is at war with Trump’s America First agenda, and Larry Kudlow isn’t holding back. On-air, he called the Fed a “deep state institution” and claimed J. Powell has been undermining Trump on tariffs, trade, and inflation from day one. 🧠 Meanwhile, the “Two Kevins” — Kevin Warsh and Kevin Hassett — are battling for Trump’s blessing to take the top job at the Fed in what Kudlow calls a real-life “Apprentice-style showdown.” Both are trusted Trump allies and promise to purge the Fed’s left-wing groupthink and smash the broken models that failed us for years. 💣 Kudlow says: “If either of them get in, they will take out the Federal Reserve’s deep state that’s been running that institution from the left for too many years.” 📊 Add to that: A new Trump-backed study says tariffs did NOT cause inflation, contradicting J. Powell and the Fed’s narrative. Kudlow called out Powell directly, demanding he “show the proof, show the model” — and says he can’t. 💥 If Trump wins in November, the Fed’s comfy club is about to get wrecked — and one of the Kevins will be holding the hammer.

Project Constitution

237,114 次观看 • 1 年前

BREAKING: Fed Chair Kevin Warsh says the Fed didn't need to raise rates today because the bond market already did the job for it. Here's what he said: - Inflation is still above the Fed's 2% goal. The Committee says it will deliver price stability, no exceptions. - There is no hidden higher inflation target. 2% is the real number, and 5+ years of high inflation can't be fixed overnight. - Two things stood out since the last meeting: Treasury yields moved sharply on their own, one of the biggest moves in 20 years, even without a rate change. And AI-related business investment surged nearly 20% this quarter. - The vote to hold was 9-3. Warsh called it a real internal debate, not a rubber stamp. - June's cooler CPI report barely moved the Committee's thinking. They're watching trends, not single data points. - Holding rates isn't a pause, according to Warsh. Markets already tightened conditions on their own through rising yields. - The Fed is deliberately giving less forward guidance so markets react to real data instead of Fed hints. - There's no tradeoff between fighting inflation and protecting jobs. Warsh says hitting the 2% target actually supports the job market. - AI-driven investment is making it harder to judge if the economy is running hot or just growing fast. - Warsh says the internal disagreement was over timing and tactics, not the Fed's actual mission. - Jackson Hole in August remains open. Could be a big-picture speech or a setup for the rest of the year.

BREAKING: Fed Chair Kevin Warsh says the Fed didn't need to raise rates today because the bond market already did the job for it. Here's what he said: - Inflation is still above the Fed's 2% goal. The Committee says it will deliver price stability, no exceptions. - There is no hidden higher inflation target. 2% is the real number, and 5+ years of high inflation can't be fixed overnight. - Two things stood out since the last meeting: Treasury yields moved sharply on their own, one of the biggest moves in 20 years, even without a rate change. And AI-related business investment surged nearly 20% this quarter. - The vote to hold was 9-3. Warsh called it a real internal debate, not a rubber stamp. - June's cooler CPI report barely moved the Committee's thinking. They're watching trends, not single data points. - Holding rates isn't a pause, according to Warsh. Markets already tightened conditions on their own through rising yields. - The Fed is deliberately giving less forward guidance so markets react to real data instead of Fed hints. - There's no tradeoff between fighting inflation and protecting jobs. Warsh says hitting the 2% target actually supports the job market. - AI-driven investment is making it harder to judge if the economy is running hot or just growing fast. - Warsh says the internal disagreement was over timing and tactics, not the Fed's actual mission. - Jackson Hole in August remains open. Could be a big-picture speech or a setup for the rest of the year.

Bull Theory

169,140 次观看 • 28 天前

🚨 BITCOIN IS ABOUT TO REPEAT 2022 Everyone thinks the crash is over. But the real catalyst hasn’t even started yet. In 2022: Fed hiked 11 times. Bitcoin crashed 77%. Simple playbook: Higher rates → less liquidity → risk assets get destroyed. Now look at 2026. The same setup is loading again. The Fed is about to hike. Probability by December: 86%. Two weeks ago it was only 61%. Why? Inflation is back. PCE just hit 4.1% in May. First time above 4% in three years. And Bitcoin is already bleeding. Down 32% in 30 days. Read that again. Bitcoin is dumping BEFORE the Fed even starts hiking. Imagine what happens after they do. Same liquidity trap, same macro setup, same crowd making the same mistake. Most people are waiting for a bounce. I think they’re about to get trapped again. Keep in mind: Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

🚨 BITCOIN IS ABOUT TO REPEAT 2022 Everyone thinks the crash is over. But the real catalyst hasn’t even started yet. In 2022: Fed hiked 11 times. Bitcoin crashed 77%. Simple playbook: Higher rates → less liquidity → risk assets get destroyed. Now look at 2026. The same setup is loading again. The Fed is about to hike. Probability by December: 86%. Two weeks ago it was only 61%. Why? Inflation is back. PCE just hit 4.1% in May. First time above 4% in three years. And Bitcoin is already bleeding. Down 32% in 30 days. Read that again. Bitcoin is dumping BEFORE the Fed even starts hiking. Imagine what happens after they do. Same liquidity trap, same macro setup, same crowd making the same mistake. Most people are waiting for a bounce. I think they’re about to get trapped again. Keep in mind: Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

113,214 次观看 • 1 个月前

🚨 2026 DUMP: COLLAPSE JUST STARTED What I warned you about is here. → Silver dumped 12.61% → Gold dumped 4.71% → Stock market bleeding daily → Bitcoin down 50% from ATH Same pattern as 10 and 20 years ago. → 2008: correlations went to one, "safe" and "risk" fell together, nowhere to hide → 2020: every screen turned red in a week, until the Fed flooded the system with money → Now: the same setup is repeating, quietly, across borders You don't hold "stocks," "crypto," and "gold." You hold one trade under different names. One push and the whole thing moves. Under the hood the pressure is already showing: → Bond yields are flashing stress → Liquidity is tightening → Fed is cornered: ease and inflate the bubble, or tighten and break the market Both paths lead to the same point. Something breaks. A crash never arrives with one scary headline. It arrives when correlation goes to one. When the market stops being a market. That started this week. Most will call it "a normal correction" right up to the end. Reminder: I called BTC at $16K and the top at $126K. When I exit, you'll see it here first. Turn notifications on.

🚨 2026 DUMP: COLLAPSE JUST STARTED What I warned you about is here. → Silver dumped 12.61% → Gold dumped 4.71% → Stock market bleeding daily → Bitcoin down 50% from ATH Same pattern as 10 and 20 years ago. → 2008: correlations went to one, "safe" and "risk" fell together, nowhere to hide → 2020: every screen turned red in a week, until the Fed flooded the system with money → Now: the same setup is repeating, quietly, across borders You don't hold "stocks," "crypto," and "gold." You hold one trade under different names. One push and the whole thing moves. Under the hood the pressure is already showing: → Bond yields are flashing stress → Liquidity is tightening → Fed is cornered: ease and inflate the bubble, or tighten and break the market Both paths lead to the same point. Something breaks. A crash never arrives with one scary headline. It arrives when correlation goes to one. When the market stops being a market. That started this week. Most will call it "a normal correction" right up to the end. Reminder: I called BTC at $16K and the top at $126K. When I exit, you'll see it here first. Turn notifications on.

winkle.

78,682 次观看 • 2 个月前