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WHY THE $KOSPI KEEPS CRASHING. 🚨 Five things are driving the violence. 1. It runs on retail: quick flip mentality turns every dip into a crash and every bounce into a spike. 2. Samsung and SK Hynix alone are nearly half the entire index. Two stocks move the whole... show more

Crypto Rover

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104,092 Aufrufe • vor 3 Monaten •via X (Twitter)

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🚨SOUTH KOREA FINANCE MINISTER APOLOGIZES OVER LEVERAGED CHIP ETF LOSSES! Finance Minister Koo Yun-cheol apologized on Wednesday after retail investors piled 14 trillion won ($9.7B) into single-stock leveraged ETFs and suffered heavy losses. The KODEX SK Hynix 2x product has plunged more than 80% from its June peak, while the Samsung version is down nearly 75%. Kospi has dropped almost 35% in the past month on the chip rout. Regulators are now considering limiting the products to professional investors only and possibly cutting the leverage multiple.

🚨SOUTH KOREA FINANCE MINISTER APOLOGIZES OVER LEVERAGED CHIP ETF LOSSES! Finance Minister Koo Yun-cheol apologized on Wednesday after retail investors piled 14 trillion won ($9.7B) into single-stock leveraged ETFs and suffered heavy losses. The KODEX SK Hynix 2x product has plunged more than 80% from its June peak, while the Samsung version is down nearly 75%. Kospi has dropped almost 35% in the past month on the chip rout. Regulators are now considering limiting the products to professional investors only and possibly cutting the leverage multiple.

Crypto Banter

83,465 Aufrufe • vor 2 Monaten

🚨 SOUTH KOREA’S MARKET JUST SENT A MAJOR WARNING SIGNAL. KOSPI erased nearly ₩100 trillion today. Meanwhile, KOSDAQ surged +7.5% and added ₩150 trillion. Money is now rotating out of Korea’s AI and memory chip giants like Samsung and SK Hynix, and flowing into smaller names instead. That’s usually not a sign of strength. It’s a sign the AI trade is starting to crack.

🚨 SOUTH KOREA’S MARKET JUST SENT A MAJOR WARNING SIGNAL. KOSPI erased nearly ₩100 trillion today. Meanwhile, KOSDAQ surged +7.5% and added ₩150 trillion. Money is now rotating out of Korea’s AI and memory chip giants like Samsung and SK Hynix, and flowing into smaller names instead. That’s usually not a sign of strength. It’s a sign the AI trade is starting to crack.

Crypto Rover

583,919 Aufrufe • vor 3 Monaten

CHINA'S BIGGEST CHIP IPO EVER DROPS MONDAY. And it's aimed directly at the three companies that control 90% of the world's memory. ChangXin Memory Technologies lists on Shanghai's STAR Market on July 27 at 8.66 yuan a share. About $1.28. They're raising $8.5 billion, close to $9.8 billion if the overallotment gets exercised. That values the company around $85 billion. Largest Chinese semiconductor IPO on record. Biggest chip listing in Asia this year. The demand numbers are wild. More than 9.4 million retail accounts applied. The online tranche was oversubscribed about 244 times. Institutions came in at roughly 570 times. And on Hyperliquid the pre-IPO perp has been trading near $7. Five to six times the issue price. That's people who can't buy A-shares paying whatever it takes for exposure. Now here's why this actually matters. Samsung, SK Hynix and Micron control almost 90% of global DRAM revenue. Samsung 38%, SK Hynix 29%, Micron 22%. For two years they've been starving the market of regular DDR5 while chasing AI memory. That's a big part of why memory prices went through the roof. CXMT is already the fourth largest DRAM maker on earth by capacity. By year end they're on pace to nearly match Micron's wafer output. Every dollar from this IPO goes into more fabs, better DDR5 and LPDDR5X yields, early HBM3 work, and the next process node. In plain English: a state-backed Chinese player is about to push serious volume of cheaper memory into a market that's been kept deliberately tight. The former head of Samsung's chip division already warned that a Chinese capacity surge like this could flip the entire pricing cycle by late 2027. I’ve been in this game for a long time, and every move I make gets posted in The Assembly. We’re a team of 8 analysts and we have one of the BEST track record. You also get access to my full portfolio. I want to keep it exclusive so I will close access shortly. You can join from my bio. A lot of people will regret not joining once we officially stop accepting new members.

CHINA'S BIGGEST CHIP IPO EVER DROPS MONDAY. And it's aimed directly at the three companies that control 90% of the world's memory. ChangXin Memory Technologies lists on Shanghai's STAR Market on July 27 at 8.66 yuan a share. About $1.28. They're raising $8.5 billion, close to $9.8 billion if the overallotment gets exercised. That values the company around $85 billion. Largest Chinese semiconductor IPO on record. Biggest chip listing in Asia this year. The demand numbers are wild. More than 9.4 million retail accounts applied. The online tranche was oversubscribed about 244 times. Institutions came in at roughly 570 times. And on Hyperliquid the pre-IPO perp has been trading near $7. Five to six times the issue price. That's people who can't buy A-shares paying whatever it takes for exposure. Now here's why this actually matters. Samsung, SK Hynix and Micron control almost 90% of global DRAM revenue. Samsung 38%, SK Hynix 29%, Micron 22%. For two years they've been starving the market of regular DDR5 while chasing AI memory. That's a big part of why memory prices went through the roof. CXMT is already the fourth largest DRAM maker on earth by capacity. By year end they're on pace to nearly match Micron's wafer output. Every dollar from this IPO goes into more fabs, better DDR5 and LPDDR5X yields, early HBM3 work, and the next process node. In plain English: a state-backed Chinese player is about to push serious volume of cheaper memory into a market that's been kept deliberately tight. The former head of Samsung's chip division already warned that a Chinese capacity surge like this could flip the entire pricing cycle by late 2027. I’ve been in this game for a long time, and every move I make gets posted in The Assembly. We’re a team of 8 analysts and we have one of the BEST track record. You also get access to my full portfolio. I want to keep it exclusive so I will close access shortly. You can join from my bio. A lot of people will regret not joining once we officially stop accepting new members.

NoLimit

251,685 Aufrufe • vor 2 Monaten

🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN ON MONDAY!! The U.S. just hit the panic button. The odds of a Fed rate hike in September have jumped to 70%. U.S. Treasury is launching a $1 TRILLION buyback program to prevent a market crash. 99% of people will lose everything next week. And it won't be “just another dip.” Stocks will crash. Metals will dump. Bitcoin will collapse even harder. Insiders already know what's coming. They are not “buying the dip.” They are raising cash, cutting risk, and positioning for a catastrophic market event. Meanwhile, alarm bells are ringing across the global financial system. China is dumping U.S. Treasuries at an alarming rate, with holdings dropping to the lowest levels since 2008. Japan's bond market volatility has forced the BOJ back into QE, but it's not enough to stem the tide. The odds of a Fed rate hike in September have jumped to 70%. In response, the U.S. Treasury is launching a $1 TRILLION buyback program to prevent a market crash. Kevin Warsh already sounds hawkish at the Jackson Hole conference. This means interest rates will stay higher for longer. And global liquidity is disappearing fast: → Japanese bond yields are surging → Foreign demand for U.S. Treasuries is weakening → Global bond markets are under heavy pressure → Volatility is spreading across asset classes → Liquidity is tightening worldwide It's already spiraling out of control. When this accelerates, there will be no time left to react. Risk assets won't “dip.” They will DUMP HARD. This is exactly how chain reactions begin. Because once markets start pricing prolonged instability, the entire framework changes. I have spent 10+ tracking macro and systemic market reactions like this. I will share my next move here publicly. Follow and turn notifications on. Because by the time it reaches the headlines, it will be too late.

🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN ON MONDAY!! The U.S. just hit the panic button. The odds of a Fed rate hike in September have jumped to 70%. U.S. Treasury is launching a $1 TRILLION buyback program to prevent a market crash. 99% of people will lose everything next week. And it won't be “just another dip.” Stocks will crash. Metals will dump. Bitcoin will collapse even harder. Insiders already know what's coming. They are not “buying the dip.” They are raising cash, cutting risk, and positioning for a catastrophic market event. Meanwhile, alarm bells are ringing across the global financial system. China is dumping U.S. Treasuries at an alarming rate, with holdings dropping to the lowest levels since 2008. Japan's bond market volatility has forced the BOJ back into QE, but it's not enough to stem the tide. The odds of a Fed rate hike in September have jumped to 70%. In response, the U.S. Treasury is launching a $1 TRILLION buyback program to prevent a market crash. Kevin Warsh already sounds hawkish at the Jackson Hole conference. This means interest rates will stay higher for longer. And global liquidity is disappearing fast: → Japanese bond yields are surging → Foreign demand for U.S. Treasuries is weakening → Global bond markets are under heavy pressure → Volatility is spreading across asset classes → Liquidity is tightening worldwide It's already spiraling out of control. When this accelerates, there will be no time left to react. Risk assets won't “dip.” They will DUMP HARD. This is exactly how chain reactions begin. Because once markets start pricing prolonged instability, the entire framework changes. I have spent 10+ tracking macro and systemic market reactions like this. I will share my next move here publicly. Follow and turn notifications on. Because by the time it reaches the headlines, it will be too late.

0xNobler

329,200 Aufrufe • vor 1 Monat

Why is the market selling off today? (Save this). Today's selloff is bigger and messier than what we've seen lately, KOSPI crashed almost 11% overnight, chip stocks are getting hit everywhere and it's not because AI demand suddenly disappeared but rather a bunch of fears piling up at once that I think are getting way overplayed. Start with the AI ROI thing since it's been building since last week's earnings. Tesla and Alphabet both kicked off earnings season with big capex numbers and negative free cash flow and even with strong revenue growth both stocks got hammered. That set the tone of we don't care if capex is growing, show us the cash, and it's carrying into this week with Amazon, Meta, Microsoft and Apple all reporting, which isn't helping the nerves. But look at what actually happened with Alphabet, cloud revenue grew 81%, total sales grew 24%, that's not a company torching cash on nothing, that's a company scaling into demand it can barely keep up with. Negative free cash flow during a capex supercycle is normal, you build the data centers and buy the GPUs before the revenue shows up. Judging a buildout phase like it's a mature business is the wrong lens, and that's basically what happened last week and what's still happening today. Then there's China chip competition, which is honestly the biggest accelerant of today's move. CXMT's IPO shares rose over 466% and combined with headlines about China's homegrown DUV lithography progress, it triggered a brutal rout in Korean chipmakers, Samsung fell as much as 13%, SK Hynix over 14%, Kioxia nearly 18%, dragging the KOSPI down almost 11% and into an eighth circuit breaker this year. That spilled straight into Nvidia, ASML, Sandisk and Seagate here in the US, with Nasdaq 100 futures down over 1% before the bell. But here's the thing, five DUV units this year against ASML's 131 a year, running performance closer to a 2008 design, is not an equipment moat collapsing, it's a headline that's gotten repeated so much this week it's built its own gravity. These tools are aimed at mature nodes like automotive and industrial chips, not the leading edge logic or HBM that actually drives the AI trade, so the read through to Nvidia, ASML or Applied Materials earnings power is basically nothing. The CXMT pop is scarcity, people bidding up the only pure play China memory stock they can get their hands on, not a sign that oversupply is coming. And Korean chipmakers dropping 12 to 14% in one session looks a lot more like leverage unwinding after a parabolic run than a real rethink of Samsung or SK Hynix's HBM backlog, which both companies have already said is basically sold out for the year. Geopolitics is actually the one spot where the news should be helping, not hurting. US and Iran hostilities seem to have paused for now, which should be easing oil driven inflation fears. If this were purely a geopolitical panic you'd expect oil spiking and yields following, but that's not what's happening, this move is chip specific and Asia led, not an oil shock like a week or two ago. Rates and the Fed are still in play, decision lands tomorrow, and people are nervous about higher for longer language even though a hike isn't the base case. On top of that, reports that Nvidia's five year credit default swap costs jumped by a record margin are getting read by some as a credit risk signal tied to all this AI debt spending. But a one day CDS spike during a market wide panic is a fear indicator, not proof of an actual credit problem, spreads on every big name widen fast when volatility spikes, Nvidia's balance sheet hasn't changed in the last 24 hours. Fed futures are pricing in essentially no chance of a surprise hike tomorrow, this is a hold meeting, and I'd bet the hawkish jitters fade fast once Warsh actually talks. Then there's the bigger liquidity and positioning story, which I think explains more of today's violence than any single headline. KOSPI is down nearly 29% for the month now, steeper than 2008, mostly because Korean chipmakers had turned into crypto like gambling tokens, running way too far, too fast on retail leverage and margin debt, and now unwinding just as hard on the way down. That's positioning excess getting flushed, not HBM demand disappearing or hyperscalers pulling back. Nothing in the actual order books, capex guidance or HBM contract pricing has changed, DRAM and NAND prices are still climbing quarter over quarter, nobody's canceled a GPU order or a data center project. What changed is how much leverage was sitting on top of this trade, and that's getting ripped out in one ugly session. This is one of the scariest looking selloffs we've had all year but scary looking and actually broken are two different things. Every headline driving today, the China lithography story, the CXMT IPO, the Nvidia CDS spike, the Fed jitters, looks a lot less scary once you dig into the actual numbers, and none of it touches real AI infrastructure demand or supply. This looks like leverage and sentiment unwinding, not the long term thesis breaking. If you want to see exactly what I'm buying into this, join Milk Road Pro for just $1 using the link below.

Why is the market selling off today? (Save this). Today's selloff is bigger and messier than what we've seen lately, KOSPI crashed almost 11% overnight, chip stocks are getting hit everywhere and it's not because AI demand suddenly disappeared but rather a bunch of fears piling up at once that I think are getting way overplayed. Start with the AI ROI thing since it's been building since last week's earnings. Tesla and Alphabet both kicked off earnings season with big capex numbers and negative free cash flow and even with strong revenue growth both stocks got hammered. That set the tone of we don't care if capex is growing, show us the cash, and it's carrying into this week with Amazon, Meta, Microsoft and Apple all reporting, which isn't helping the nerves. But look at what actually happened with Alphabet, cloud revenue grew 81%, total sales grew 24%, that's not a company torching cash on nothing, that's a company scaling into demand it can barely keep up with. Negative free cash flow during a capex supercycle is normal, you build the data centers and buy the GPUs before the revenue shows up. Judging a buildout phase like it's a mature business is the wrong lens, and that's basically what happened last week and what's still happening today. Then there's China chip competition, which is honestly the biggest accelerant of today's move. CXMT's IPO shares rose over 466% and combined with headlines about China's homegrown DUV lithography progress, it triggered a brutal rout in Korean chipmakers, Samsung fell as much as 13%, SK Hynix over 14%, Kioxia nearly 18%, dragging the KOSPI down almost 11% and into an eighth circuit breaker this year. That spilled straight into Nvidia, ASML, Sandisk and Seagate here in the US, with Nasdaq 100 futures down over 1% before the bell. But here's the thing, five DUV units this year against ASML's 131 a year, running performance closer to a 2008 design, is not an equipment moat collapsing, it's a headline that's gotten repeated so much this week it's built its own gravity. These tools are aimed at mature nodes like automotive and industrial chips, not the leading edge logic or HBM that actually drives the AI trade, so the read through to Nvidia, ASML or Applied Materials earnings power is basically nothing. The CXMT pop is scarcity, people bidding up the only pure play China memory stock they can get their hands on, not a sign that oversupply is coming. And Korean chipmakers dropping 12 to 14% in one session looks a lot more like leverage unwinding after a parabolic run than a real rethink of Samsung or SK Hynix's HBM backlog, which both companies have already said is basically sold out for the year. Geopolitics is actually the one spot where the news should be helping, not hurting. US and Iran hostilities seem to have paused for now, which should be easing oil driven inflation fears. If this were purely a geopolitical panic you'd expect oil spiking and yields following, but that's not what's happening, this move is chip specific and Asia led, not an oil shock like a week or two ago. Rates and the Fed are still in play, decision lands tomorrow, and people are nervous about higher for longer language even though a hike isn't the base case. On top of that, reports that Nvidia's five year credit default swap costs jumped by a record margin are getting read by some as a credit risk signal tied to all this AI debt spending. But a one day CDS spike during a market wide panic is a fear indicator, not proof of an actual credit problem, spreads on every big name widen fast when volatility spikes, Nvidia's balance sheet hasn't changed in the last 24 hours. Fed futures are pricing in essentially no chance of a surprise hike tomorrow, this is a hold meeting, and I'd bet the hawkish jitters fade fast once Warsh actually talks. Then there's the bigger liquidity and positioning story, which I think explains more of today's violence than any single headline. KOSPI is down nearly 29% for the month now, steeper than 2008, mostly because Korean chipmakers had turned into crypto like gambling tokens, running way too far, too fast on retail leverage and margin debt, and now unwinding just as hard on the way down. That's positioning excess getting flushed, not HBM demand disappearing or hyperscalers pulling back. Nothing in the actual order books, capex guidance or HBM contract pricing has changed, DRAM and NAND prices are still climbing quarter over quarter, nobody's canceled a GPU order or a data center project. What changed is how much leverage was sitting on top of this trade, and that's getting ripped out in one ugly session. This is one of the scariest looking selloffs we've had all year but scary looking and actually broken are two different things. Every headline driving today, the China lithography story, the CXMT IPO, the Nvidia CDS spike, the Fed jitters, looks a lot less scary once you dig into the actual numbers, and none of it touches real AI infrastructure demand or supply. This looks like leverage and sentiment unwinding, not the long term thesis breaking. If you want to see exactly what I'm buying into this, join Milk Road Pro for just $1 using the link below.

Melvin

58,159 Aufrufe • vor 2 Monaten

COPY is live on Robinhood Chain $COPY CA: 0xac79255f6f404eba14f316e8669d76573a2d7b1e Five walls read a setup before you copy it: how strong the source is, how deep the pool is, whether the market actually turns over, whether the move is still inside the band, and whether there is a fresh mark to trade against. EDGE, DEPTH, TURN, MOMO, PRICE. A wallet you follow buying is not a reason. Most setups die on the first wall, and you get the exact wall that refused it, every time. Every decision is printed. The terminal runs from one process, keeps local state, and half of it needs no key at all. It never predicts a price. It tells you what you would actually be copying. Open source, MIT, runs on your machine. No browser wallet, nothing signs.

COPY is live on Robinhood Chain $COPY CA: 0xac79255f6f404eba14f316e8669d76573a2d7b1e Five walls read a setup before you copy it: how strong the source is, how deep the pool is, whether the market actually turns over, whether the move is still inside the band, and whether there is a fresh mark to trade against. EDGE, DEPTH, TURN, MOMO, PRICE. A wallet you follow buying is not a reason. Most setups die on the first wall, and you get the exact wall that refused it, every time. Every decision is printed. The terminal runs from one process, keeps local state, and half of it needs no key at all. It never predicts a price. It tells you what you would actually be copying. Open source, MIT, runs on your machine. No browser wallet, nothing signs.

Lunar

113,457 Aufrufe • vor 20 Tagen

JUST IN: Bank of America just told its clients to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.

JUST IN: Bank of America just told its clients to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.

Shanaka Anslem Perera ⚡

17,270 Aufrufe • vor 3 Monaten

Raiden is top 10 no matter what maybe top 5 imo. Here are some examples. 1. Punishes every D1 in the game for a full combo 2. Frame trap after the mid mid (F21) that’s on block and full combo on hit. 3. Mid screen meterless combo routes off F221 into DB2 4. Trade combos as well.

Raiden is top 10 no matter what maybe top 5 imo. Here are some examples. 1. Punishes every D1 in the game for a full combo 2. Frame trap after the mid mid (F21) that’s on block and full combo on hit. 3. Mid screen meterless combo routes off F221 into DB2 4. Trade combos as well.

SYN-WhitsFGC

19,622 Aufrufe • vor 9 Monaten

🚨 WARNING: $SPX IS ONE MOVE AWAY FROM A CRASH The S&P 500 has been DUMPING for three consecutive weeks. Most people still think this is just another healthy pullback. They have NO idea what will happen next. Wave 6 has already marked the local top. The final melt-up could be over. But the biggest warning is market concentration. Only five stocks have been carrying the entire index: → Apple → Nvidia → Amazon → Microsoft → Meta Now that weakness is spreading across mega caps, the entire structure is becoming extremely fragile. Meta has already dumped more than 15% in one month. If the remaining leaders follow: → Index concentration breaks → Dip buyers get trapped → Selling pressure accelerates → The correction turns into a major crash When the AI bubble finally bursts, there may be nothing left holding $SPX at these levels. I’ve studied macro for 10 years and called almost every major market top, including the October Bitcoin ATH. Follow and turn notifications on. I’ll post the next major move BEFORE it becomes obvious.

🚨 WARNING: $SPX IS ONE MOVE AWAY FROM A CRASH The S&P 500 has been DUMPING for three consecutive weeks. Most people still think this is just another healthy pullback. They have NO idea what will happen next. Wave 6 has already marked the local top. The final melt-up could be over. But the biggest warning is market concentration. Only five stocks have been carrying the entire index: → Apple → Nvidia → Amazon → Microsoft → Meta Now that weakness is spreading across mega caps, the entire structure is becoming extremely fragile. Meta has already dumped more than 15% in one month. If the remaining leaders follow: → Index concentration breaks → Dip buyers get trapped → Selling pressure accelerates → The correction turns into a major crash When the AI bubble finally bursts, there may be nothing left holding $SPX at these levels. I’ve studied macro for 10 years and called almost every major market top, including the October Bitcoin ATH. Follow and turn notifications on. I’ll post the next major move BEFORE it becomes obvious.

Wimar.X

186,485 Aufrufe • vor 2 Monaten

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! → The new Fed Chair confirmed interest rate HIKES. → Iran just officially CANCELLED the peace deal and launched ballistic missiles. → China and Japan started dumping U.S. Treasuries. When markets open on Monday, this won't be “just another dip.” Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will dump even harder. Insiders already know what comes next. They are not buying the dip. They are cutting exposure and positioning for the largest risk-off event of the year. Meanwhile, pressure is building across the global financial system. China is reducing foreign Treasury holdings. At the same time, volatility in Japan's bond market has forced policymakers back into liquidity support measures. When the world's largest creditors step back from debt markets at the same time, liquidity disappears fast. → Japanese bond yields are surging → Foreign demand for U.S. Treasuries is weakening → Global bond markets are under severe pressure → Energy markets remain unstable → Liquidity is tightening worldwide → Volatility is spreading across every major asset class This is no longer an isolated problem. This is systemic pressure building across MULTIPLE fronts at the same time. And now geopolitical risk is entering the equation. Diplomatic efforts are breaking down. Tensions are escalating. Markets do not price uncertainty forever. They price ESCALATION. And once markets begin pricing the possibility of a prolonged regional conflict... Energy markets become impossible to stabilize. Oil does not move gradually. It goes parabolic. Shipping routes become vulnerable. Supply chains become disrupted. Inflation accelerates globally. Which means interest rates remain higher for longer. And risk assets? They do not dip. They DUMP. This is exactly how chain reactions begin. Because once markets start pricing prolonged instability instead of temporary uncertainty, the entire framework changes. I have spent years tracking macro trends, liquidity cycles, and systemic market reactions like this. When the next move becomes obvious, I will share it publicly. Follow and turn notifications on. Because by the time it reaches the headlines, it is already too late.

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! → The new Fed Chair confirmed interest rate HIKES. → Iran just officially CANCELLED the peace deal and launched ballistic missiles. → China and Japan started dumping U.S. Treasuries. When markets open on Monday, this won't be “just another dip.” Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will dump even harder. Insiders already know what comes next. They are not buying the dip. They are cutting exposure and positioning for the largest risk-off event of the year. Meanwhile, pressure is building across the global financial system. China is reducing foreign Treasury holdings. At the same time, volatility in Japan's bond market has forced policymakers back into liquidity support measures. When the world's largest creditors step back from debt markets at the same time, liquidity disappears fast. → Japanese bond yields are surging → Foreign demand for U.S. Treasuries is weakening → Global bond markets are under severe pressure → Energy markets remain unstable → Liquidity is tightening worldwide → Volatility is spreading across every major asset class This is no longer an isolated problem. This is systemic pressure building across MULTIPLE fronts at the same time. And now geopolitical risk is entering the equation. Diplomatic efforts are breaking down. Tensions are escalating. Markets do not price uncertainty forever. They price ESCALATION. And once markets begin pricing the possibility of a prolonged regional conflict... Energy markets become impossible to stabilize. Oil does not move gradually. It goes parabolic. Shipping routes become vulnerable. Supply chains become disrupted. Inflation accelerates globally. Which means interest rates remain higher for longer. And risk assets? They do not dip. They DUMP. This is exactly how chain reactions begin. Because once markets start pricing prolonged instability instead of temporary uncertainty, the entire framework changes. I have spent years tracking macro trends, liquidity cycles, and systemic market reactions like this. When the next move becomes obvious, I will share it publicly. Follow and turn notifications on. Because by the time it reaches the headlines, it is already too late.

0xNobler

214,675 Aufrufe • vor 3 Monaten

1 mini PC that fits in a palm, with no monthly token bill attached to it. Most people run their AI through a browser tab. Every prompt, every document, every half-finished idea leaves the machine and lands on someone else's server. This ORICO mini PC runs the model locally. The assistant lives inside the box, not in a data center 2,000 miles away. Small enough to slide into a bag. Powerful enough that you stop noticing it is not a desktop. You pay once for hardware instead of every month for limits. No outage that takes your assistant down with it. No terms of service deciding what your files are worth. Plug it in anywhere, and the assistant is already there, offline, waiting. The smallest machine on the desk is the only one that keeps its mouth shut.

1 mini PC that fits in a palm, with no monthly token bill attached to it. Most people run their AI through a browser tab. Every prompt, every document, every half-finished idea leaves the machine and lands on someone else's server. This ORICO mini PC runs the model locally. The assistant lives inside the box, not in a data center 2,000 miles away. Small enough to slide into a bag. Powerful enough that you stop noticing it is not a desktop. You pay once for hardware instead of every month for limits. No outage that takes your assistant down with it. No terms of service deciding what your files are worth. Plug it in anywhere, and the assistant is already there, offline, waiting. The smallest machine on the desk is the only one that keeps its mouth shut.

AiMind

82,756 Aufrufe • vor 1 Monat

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING ON MONDAY... Four things are breaking at the same time. Interest rate hikes by December is almost confirmed now. Not pauses. Not holds. HIKES. Everything priced on the assumption that cheap money returns just got repriced from scratch. Every leveraged position, every rate-sensitive asset, every model built on a pivot that isn't coming. Japan officially entered yen intervention, that sounds technical. Here's what it means in practice. Japan is burning through reserves defending a currency that's been collapsing for months. And to fund that defense they sell what they own. US Treasuries, at scale, Into a bond market that's already under pressure from every other direction. China hasn't stopped, while everyone was watching Iran and the Fed, China has been quietly and consistently dumping US Treasury holdings for weeks. No announcement, no fanfare. Just steady selling that shows up in the data for anyone paying attention. And the AI rally is dying in real time. The momentum that carried Nvidia, Microsoft, Google, and Meta to valuations that made no fundamental sense is reversing. Funds that loaded up on the AI narrative at the top are now the ones selling into every bounce. The multiple that drove three years of outperformance doesn't survive a rate hike cycle and a liquidity crisis simultaneously. Now put all four together. Rates going up, liquidity going out. The world's two largest foreign Treasury holders selling simultaneously. And the primary growth narrative of the last three years losing believers by the session. When liquidity disappears across multiple layers of the financial system at once markets don't correct. They don't dip, they don't give you a clean exit. They crash fast and they crash hard. Stocks. Bonds. Metals. Crypto. There is no rotation trade that works when everything is being sold to cover everything else. There is no safe haven when the people who need cash are selling whatever has a bid. Insiders are already out, funds are already cutting. The rotation happened this week while retail was still debating whether to buy the dip. By the time Monday's open confirms what's coming it's already too late to position. This sounds SCARY, but I will keep you updated on everything here When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money Many will regret not following me earlier...

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING ON MONDAY... Four things are breaking at the same time. Interest rate hikes by December is almost confirmed now. Not pauses. Not holds. HIKES. Everything priced on the assumption that cheap money returns just got repriced from scratch. Every leveraged position, every rate-sensitive asset, every model built on a pivot that isn't coming. Japan officially entered yen intervention, that sounds technical. Here's what it means in practice. Japan is burning through reserves defending a currency that's been collapsing for months. And to fund that defense they sell what they own. US Treasuries, at scale, Into a bond market that's already under pressure from every other direction. China hasn't stopped, while everyone was watching Iran and the Fed, China has been quietly and consistently dumping US Treasury holdings for weeks. No announcement, no fanfare. Just steady selling that shows up in the data for anyone paying attention. And the AI rally is dying in real time. The momentum that carried Nvidia, Microsoft, Google, and Meta to valuations that made no fundamental sense is reversing. Funds that loaded up on the AI narrative at the top are now the ones selling into every bounce. The multiple that drove three years of outperformance doesn't survive a rate hike cycle and a liquidity crisis simultaneously. Now put all four together. Rates going up, liquidity going out. The world's two largest foreign Treasury holders selling simultaneously. And the primary growth narrative of the last three years losing believers by the session. When liquidity disappears across multiple layers of the financial system at once markets don't correct. They don't dip, they don't give you a clean exit. They crash fast and they crash hard. Stocks. Bonds. Metals. Crypto. There is no rotation trade that works when everything is being sold to cover everything else. There is no safe haven when the people who need cash are selling whatever has a bid. Insiders are already out, funds are already cutting. The rotation happened this week while retail was still debating whether to buy the dip. By the time Monday's open confirms what's coming it's already too late to position. This sounds SCARY, but I will keep you updated on everything here When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

169,503 Aufrufe • vor 2 Monaten

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! The US-Iran peace deal is breaking from BOTH sides now. Trump is NOT accepting it. Iran is NOT accepting it And markets are NOT ready for what comes next. When markets open on Monday, this will NOT be just a dip. This is a geopolitical catalyst hitting an already fragile system. Stocks will dump. Bonds will dump. Bitcoin will dump even harder. That one fact explains a lot. Because this is no longer about hope. It's about the market realizing that the deal everyone was waiting for is not real yet. No breakthrough. No stability. No real off ramp. And when diplomacy breaks down, markets do NOT price hope. They price WAR. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: both sides keep talking, markets panic first, oil pumps, then risk tries to stabilize. - HEAVIER SCENARIO: Trump rejects the deal again, Iran refuses the nuclear terms, and markets start pricing a longer conflict. - WORST CASE: talks collapse completely, strikes restart, oil pumps HARD, yields pump, liquidity gets worse, and risk assets dump all at once. That last one is the REAL danger. Because none of this is happening in a vacuum. Oil is already unstable. Bonds are already stressed. Liquidity is already getting worse. And now the peace deal looks like another fake hope trade. Now connect the dots. If the deal fails, oil does NOT move slowly. It pumps HARD. Shipping gets hit. Inflation comes back Central banks stay trapped. And every market that needs cheap energy and easy money gets hit again. That is where the real damage starts. Because once markets stop pricing temporary fear and start pricing prolonged instability, the whole system changes. Capital does NOT rotate calmly. It runs to safety all at once. And risk assets? They do NOT correct. They DUMP HARD. This is NOT a theory. The deal is being rejected from both sides. Markets are NOT pricing the next move now. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! The US-Iran peace deal is breaking from BOTH sides now. Trump is NOT accepting it. Iran is NOT accepting it And markets are NOT ready for what comes next. When markets open on Monday, this will NOT be just a dip. This is a geopolitical catalyst hitting an already fragile system. Stocks will dump. Bonds will dump. Bitcoin will dump even harder. That one fact explains a lot. Because this is no longer about hope. It's about the market realizing that the deal everyone was waiting for is not real yet. No breakthrough. No stability. No real off ramp. And when diplomacy breaks down, markets do NOT price hope. They price WAR. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: both sides keep talking, markets panic first, oil pumps, then risk tries to stabilize. - HEAVIER SCENARIO: Trump rejects the deal again, Iran refuses the nuclear terms, and markets start pricing a longer conflict. - WORST CASE: talks collapse completely, strikes restart, oil pumps HARD, yields pump, liquidity gets worse, and risk assets dump all at once. That last one is the REAL danger. Because none of this is happening in a vacuum. Oil is already unstable. Bonds are already stressed. Liquidity is already getting worse. And now the peace deal looks like another fake hope trade. Now connect the dots. If the deal fails, oil does NOT move slowly. It pumps HARD. Shipping gets hit. Inflation comes back Central banks stay trapped. And every market that needs cheap energy and easy money gets hit again. That is where the real damage starts. Because once markets stop pricing temporary fear and start pricing prolonged instability, the whole system changes. Capital does NOT rotate calmly. It runs to safety all at once. And risk assets? They do NOT correct. They DUMP HARD. This is NOT a theory. The deal is being rejected from both sides. Markets are NOT pricing the next move now. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

146,442 Aufrufe • vor 4 Monaten

Samsung Galaxy S25 Ultra has completely targeted its competitors at the iPhone, and no longer competes with Chinese brand phones. This is because young people in South Korea are almost completely occupied by Apple, and Samsung’s strategy is to pull these young people back, so it strives to make Galaxy look like the Apple iPhone. There are several reasons for not competing with Chinese brands: 1. On the surface, although the Chinese Ultra models have powerful cameras and are suitable for those who pursue the ultimate in images, they are only limited to these people. Overall, the sales of Ultra models are not high, and even the sum of all brands of Ultra models cannot be compared with the sales of S24Ultra. 2. Moreover, these models with powerful cameras are relatively thick and heavy, with serious camera bulges, and the design is not perfect. It cannot be perfect. This design may not be suitable for everyone. Samsung will not easily take the risk to adopt this design in the global market. 3. The infinitely enhanced camera configuration will greatly increase the cost, which is difficult for Samsung to accept, and the production of this frequently updated camera may not be able to support Samsung's sales demand of tens of millions. In short, the Chinese brand Ultra model is more like a special non-popular model suitable for geeks. The Galaxy S25 series is defined as a popular model, and it must consider everyone's feelings and sufficient supply. This is why Samsung will not design the S25 Ultra as a Chinese brand Ultra. It remains consistent with the iPhone 16 Pro Max, but subtly. It is always slightly better than it For example, it is a little thinner (8.2mm vs 8.25mm), a little lighter (219g vs 227g), a little narrower bezel, a little stronger performance, a little more camera (retain 3x), a little more ultra-wide-angle pixels (50MP vs 48MP), a little bigger battery, and a little faster charging. Even the most incredible improvement: One UI 7.1 is a little smoother than iOS18 software. This is happening.

Ice Universe

347,352 Aufrufe • vor 2 Jahren

NYT has good read on how South Korea developed "meister" high schools similar to German trade schools (but specialized for semiconductor manufacturing). One campus profiled has 6 mock fabrication facilities for 300 students (who sleep in dormitories). Samsung and SK Hynix hire the top 1/3rd students of these schools. Students learn how to handle wafers, work in cleanroom suits and become experts in semiconductor chemicals and machinery. South Korea exported $173 billion of semiconductors in 2025 and manufactures 60% of global memory chips. Samsung's union has tied bonuses for assembly-line operators to the chip division's profits, which could hit up to $400,000 per employee...which is why getting into these schools is now as sought after as medical school in a previous generation (also great for dating scene apparently). *** Full read via NYT:

NYT has good read on how South Korea developed "meister" high schools similar to German trade schools (but specialized for semiconductor manufacturing). One campus profiled has 6 mock fabrication facilities for 300 students (who sleep in dormitories). Samsung and SK Hynix hire the top 1/3rd students of these schools. Students learn how to handle wafers, work in cleanroom suits and become experts in semiconductor chemicals and machinery. South Korea exported $173 billion of semiconductors in 2025 and manufactures 60% of global memory chips. Samsung's union has tied bonuses for assembly-line operators to the chip division's profits, which could hit up to $400,000 per employee...which is why getting into these schools is now as sought after as medical school in a previous generation (also great for dating scene apparently). *** Full read via NYT:

Trung Phan

88,475 Aufrufe • vor 1 Monat

🚨 THIS IS NOT NORMAL Something just broke behind the scenes. Over $2.1 TRILLION has been wiped from the markets in less than 15 minutes. Gold: -2.35% Silver: -2.29% Platinum: -1.9% Palladium: -1.6% Stocks: -1.5% We are now entering dangerous territory. Something we have NEVER seen before in the history of finance. This is what the beginning of a FORCED LIQUIDATION CYCLE looks like. Liquidity is disappearing. Margin calls are coming in. Insiders are selling EVERYTHING they can to raise cash. I’ve spent over 10 years in the financial markets and have called every major market top and bottom. When I make my next move, I’ll post it here publicly. Turn on notifications. If you’re not following yet, you’ll eventually understand why that was the wrong decision.

🚨 THIS IS NOT NORMAL Something just broke behind the scenes. Over $2.1 TRILLION has been wiped from the markets in less than 15 minutes. Gold: -2.35% Silver: -2.29% Platinum: -1.9% Palladium: -1.6% Stocks: -1.5% We are now entering dangerous territory. Something we have NEVER seen before in the history of finance. This is what the beginning of a FORCED LIQUIDATION CYCLE looks like. Liquidity is disappearing. Margin calls are coming in. Insiders are selling EVERYTHING they can to raise cash. I’ve spent over 10 years in the financial markets and have called every major market top and bottom. When I make my next move, I’ll post it here publicly. Turn on notifications. If you’re not following yet, you’ll eventually understand why that was the wrong decision.

0xNobler

143,937 Aufrufe • vor 29 Tagen

TOMORROW SPACEX WILL KILL THE MARKETS In just 1 day - June 12, SpaceX announces its IPO Announced valuation is $1.77T - which guarantees Elon Musk's company a place in the top-10 global assets But for markets, especially $SPX as the main American index, this is a catastrophe Why? First, money has to come from somewhere to buy in SpaceX is selling only 4% of the company - meaning $75B flows out of existing positions into a single stock on day one Second - roughly 95% of shares sit with insiders, controlling around $1.6T in paper wealth Lock-ups will expire in stages Every quarter from now on becomes an insider exit window To justify $1.77T, SpaceX needs roughly $1.1T in annual revenue by 2035 That means 50% growth every single year for a decade - no slowdowns, no bad quarters But revenue in 2025 was $18.7B For example Samsung does $230B and trades at half this valuation Someone is going to be very wrong about this price This isn't an IPO. It's the largest liquidity event in Wall Street history Retail buys the rocket. Insiders board the exit The $SPX correction was mapped out here before the first candle confirmed it The next update is the one that matters most this cycle Turn on notifications or spend the next month catching up on what you missed

TOMORROW SPACEX WILL KILL THE MARKETS In just 1 day - June 12, SpaceX announces its IPO Announced valuation is $1.77T - which guarantees Elon Musk's company a place in the top-10 global assets But for markets, especially $SPX as the main American index, this is a catastrophe Why? First, money has to come from somewhere to buy in SpaceX is selling only 4% of the company - meaning $75B flows out of existing positions into a single stock on day one Second - roughly 95% of shares sit with insiders, controlling around $1.6T in paper wealth Lock-ups will expire in stages Every quarter from now on becomes an insider exit window To justify $1.77T, SpaceX needs roughly $1.1T in annual revenue by 2035 That means 50% growth every single year for a decade - no slowdowns, no bad quarters But revenue in 2025 was $18.7B For example Samsung does $230B and trades at half this valuation Someone is going to be very wrong about this price This isn't an IPO. It's the largest liquidity event in Wall Street history Retail buys the rocket. Insiders board the exit The $SPX correction was mapped out here before the first candle confirmed it The next update is the one that matters most this cycle Turn on notifications or spend the next month catching up on what you missed

bee🐝

65,404 Aufrufe • vor 3 Monaten

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING!! Everyone thought the biggest risk was the $SPCX IPO. WRONG. SpaceX has already gone public. Look at the valuations for 30 seconds. → SpaceX: $1.5 TRILLION → Anthropic: $1.5 TRILLION → OpenAI: $850 BILLION That is almost $4 TRILLION of private market hype competing for the same pool of capital. And Anthropic and OpenAI are still ahead. This is where the real problem starts. Money does NOT appear from nowhere. If funds want more exposure to $SPCX and the next mega IPOs, they need cash. And to get cash, they sell what they already own. → Stocks → Crypto → AI names → High-beta tech Everything retail is already holding. This is NOT just an IPO cycle. This is a liquidity black hole. Every IPO needs buyers. Every buyer needs cash. And cash does NOT appear from nowhere. There are only a few ways this goes from here: → LIGHT SHOCK: $SPX keeps correcting, high-beta names get hit first, crypto follows, then markets stabilize. → HEAVIER SCENARIO: funds keep raising cash for $SPCX and future IPOs, tech dumps harder, Bitcoin loses support, and retail gets trapped. → WORST CASE: Anthropic and OpenAI come next, liquidity gets sucked out of crowded trades, stocks dump HARD, crypto gets hit, and forced liquidations begin. But the worst part is simple. SpaceX was only the first one. Anthropic and OpenAI are still ahead. Markets are NOT pricing this liquidity drain yet. But they will. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING!! Everyone thought the biggest risk was the $SPCX IPO. WRONG. SpaceX has already gone public. Look at the valuations for 30 seconds. → SpaceX: $1.5 TRILLION → Anthropic: $1.5 TRILLION → OpenAI: $850 BILLION That is almost $4 TRILLION of private market hype competing for the same pool of capital. And Anthropic and OpenAI are still ahead. This is where the real problem starts. Money does NOT appear from nowhere. If funds want more exposure to $SPCX and the next mega IPOs, they need cash. And to get cash, they sell what they already own. → Stocks → Crypto → AI names → High-beta tech Everything retail is already holding. This is NOT just an IPO cycle. This is a liquidity black hole. Every IPO needs buyers. Every buyer needs cash. And cash does NOT appear from nowhere. There are only a few ways this goes from here: → LIGHT SHOCK: $SPX keeps correcting, high-beta names get hit first, crypto follows, then markets stabilize. → HEAVIER SCENARIO: funds keep raising cash for $SPCX and future IPOs, tech dumps harder, Bitcoin loses support, and retail gets trapped. → WORST CASE: Anthropic and OpenAI come next, liquidity gets sucked out of crowded trades, stocks dump HARD, crypto gets hit, and forced liquidations begin. But the worst part is simple. SpaceX was only the first one. Anthropic and OpenAI are still ahead. Markets are NOT pricing this liquidity drain yet. But they will. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

54,227 Aufrufe • vor 1 Monat

$We removed 93.25% of the connections in our Un-0 image model, fully expecting to pay for it in quality. But it got better. FID 7.15 on ImageNet 64x64, roughly 1.9 ahead of the dense baseline at matched size. Same family of model, a fraction of the couplings, a better score. Here is why that is not as strange as it sounds. Un-0 is a coupled oscillator model, and in the dense version every oscillator talks to every other one. That sounds like a strength, but it means the whole system can fall into catastrophic synchronization: everything locks into step, gradients go flat, and learning stalls. Sparser connectivity leaves room for coherent and incoherent activity to coexist. The dynamics stay alive, and the model keeps learning. Connectivity turns out to be a control knob, not a dial you turn up until it stops. Learn more here:$

We removed 93.25% of the connections in our Un-0 image model, fully expecting to pay for it in quality. But it got better. FID 7.15 on ImageNet 64x64, roughly 1.9 ahead of the dense baseline at matched size. Same family of model, a fraction of the couplings, a better score. Here is why that is not as strange as it sounds. Un-0 is a coupled oscillator model, and in the dense version every oscillator talks to every other one. That sounds like a strength, but it means the whole system can fall into catastrophic synchronization: everything locks into step, gradients go flat, and learning stalls. Sparser connectivity leaves room for coherent and incoherent activity to coexist. The dynamics stay alive, and the model keeps learning. Connectivity turns out to be a control knob, not a dial you turn up until it stops. Learn more here:

Unconventional AI

37,929 Aufrufe • vor 1 Monat

🚨 WARNING: CHINA'S BIGGEST COLLAPSE IS STARTING. China’s real estate market just crashed to a 20-year low. About 25% of the market is already gone. And this collapse is NOT over. If you think this is just another China headline YOU ARE COMPLETELY WRONG. This is NOT just about apartments. This is about one of the biggest engines of Chinese growth staying broken for years. While household wealth, confidence, and demand keep getting hit at the same time. That one fact explains a lot. Because property crashes do NOT stay inside property. - They hit spending. - They hit credit. - They hit local government finances. And then they hit the whole economy. Now look at how deep this already is. New home prices fell 3.2% year over year in February. 53 out of 70 cities were still falling month over month. Property investment has now declined for four straight years. And in December 2025, that drop reached a record 17.2%. That is NOT a market that is stabilizing. That is a market still breaking. And it gets worse. Home prices are expected to fall another 4% in 2026. The downturn is now expected to run into 2027. Even after a 40% national property price fall from 2021 to 2025, the system is still under pressure. Now connect the dots. When a housing market this big keeps falling, the damage does NOT stay local. - China’s households get poorer. - Consumption gets weaker. - Developers stay trapped. - Local governments lose land-sale revenue. And global markets get another reminder that one of the biggest growth engines in the world is still in deep trouble. This is NOT a small problem. This is a REAL slow-motion collapse that keeps feeding into growth, confidence, and risk. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 WARNING: CHINA'S BIGGEST COLLAPSE IS STARTING. China’s real estate market just crashed to a 20-year low. About 25% of the market is already gone. And this collapse is NOT over. If you think this is just another China headline YOU ARE COMPLETELY WRONG. This is NOT just about apartments. This is about one of the biggest engines of Chinese growth staying broken for years. While household wealth, confidence, and demand keep getting hit at the same time. That one fact explains a lot. Because property crashes do NOT stay inside property. - They hit spending. - They hit credit. - They hit local government finances. And then they hit the whole economy. Now look at how deep this already is. New home prices fell 3.2% year over year in February. 53 out of 70 cities were still falling month over month. Property investment has now declined for four straight years. And in December 2025, that drop reached a record 17.2%. That is NOT a market that is stabilizing. That is a market still breaking. And it gets worse. Home prices are expected to fall another 4% in 2026. The downturn is now expected to run into 2027. Even after a 40% national property price fall from 2021 to 2025, the system is still under pressure. Now connect the dots. When a housing market this big keeps falling, the damage does NOT stay local. - China’s households get poorer. - Consumption gets weaker. - Developers stay trapped. - Local governments lose land-sale revenue. And global markets get another reminder that one of the biggest growth engines in the world is still in deep trouble. This is NOT a small problem. This is a REAL slow-motion collapse that keeps feeding into growth, confidence, and risk. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

58,308 Aufrufe • vor 5 Monaten