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No recession, long spooz, long Bitcoin FOMC functioning as a positioning unwind, and now we reprice to the macro regime

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Capital Flows

46,403 subscribers

133,865 görüntüleme • 1 yıl önce •via X (Twitter)

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Capital Flows profil fotoğrafı
Capital Flows1 yıl önce

9 days left:

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Capital Flows1 yıl önce

Pre FOMC views:

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Capital Flows1 yıl önce

XLE calls:

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Capital Flows1 yıl önce

YT Link:

Michael Anton Fischer profil fotoğrafı
Michael Anton Fischer1 yıl önce

New to Bitcoin? ‘Bitcoin Nation’ offers a comprehensive introduction to Bitcoin’s role in fixing economic and social systems. This book explains how Bitcoin can be a solution to issues like inflation and financial instability, making it more than just a currency.

Apeshifter profil fotoğrafı
Apeshifter1 yıl önce

Interesting; I subscribe to you and Andy constan. Complete opposite view, we will see who is right soon.

Nick 🧩 profil fotoğrafı
Nick 🧩1 yıl önce

Ser we need a @dampedspring macro view discussion rn 🔥 This one would be a pleasure to listen too rn

DeedsAndDonuts profil fotoğrafı
DeedsAndDonuts1 yıl önce

🔥

A6 Tech profil fotoğrafı
A6 Tech1 yıl önce

one more push before we all die

Persona Non Grata profil fotoğrafı
Persona Non Grata1 yıl önce

I used to be inspired by your tweets. So here is a friendly nudge. You may want to reconsider your bias.

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