Dan Tapiero

Pinning the link to the @RaoulGMI @DTAPCAP Interview youtu.be/jYsWwqTdvNQ

Markets usually bottom on some stupid shyt like having one of the greatest businessman on the planet resign for personal issues. Did we forget Elon has 10 wives and 18 children. Who cares. Hopefully, the woke virus has not returned with TX wins. Dissappointing day in America.

A good cpi this morning and btc could get legs. Traded well during ndx meltdown. 0.1 core and we could be off to the races.

Looks like the gold bottom is in. Why? There are a million reasons. Pick any one.

This why bitcoin.

Fed hike was unnecessary. AI biggest deflationary force in history. No more hikes coming with so much liquidity destruction the past few weeks.

Biggest hack ever and people give @Ledger shyt. Best way to hold your btc is in cold storage. 20% of all the btc/eth now secured by ledger. Looking forward to the release of the new Ledger Atom which can and should secure all of agentic finance. Please be careful out there.

Listened to Elon this weekend. Everything seems irrelevant in comparison.

The world did not end in the '80s and 90s and it's not going to end now. Quite the contrary. Most dynamic time for innovation and growth in the country's history.

Still thinking chip shot to 100k for BTC. Little abc sideways correction hopefully nearing end. Still cup and handle. All the focus on AI/Coreweave cds/SpaceX/Anthropic ipo/Ndx. Great time for a face ripper. 🚀🚀

Odds are btc ends up on the year. Regardless, odds are strong that next year is an up year. Hold on. 🚀🚀

Had a lunch with @peterthiel in nyc 20 years ago. In the room was Bob Rubin, @novogratz and a few other old time macro guys (hosted by citi if i recall). Peter spoke for 20min. Argued US economy was failing. "We were promised flying cars," he said. Today. He got them. WTF.

Fed's concerns on inflation misplaced. "Token prices are going to trend to 0." @APompliano Without Iran issue inflation would be lower. Could be that it feels more like '97 than '99 (PTJ) H/T Charles-Henry Monchau

Luv the smell of napalm in the morning.

Oh boy. BTC. Textbook Cup and handle. 100k chip shot now. Really looks good. 🚀🚀

What inflation? Wages are 75% of total US inflation. Warsh knows better. 2yr yield excessive. We don't need more hikes. Bullish Nasdaq, gold, btc, dae into year end. 🚀🚀

Typical old school sign of financial distress. French bond yields at widest spread to Germany since 2012 Euro crisis. Fiat stress. Sign that US and European liquidity tightening overdone... ...And will get reversed. Watch gold for bull run restart. Btc fast on heels.

Wtf Fed. Policy error becoming clear. Terrible US consumer confidence report. Jobs subcomponents especially weak, second weakest since '20 covid mess. 6-mo outlook, 63.6, "below 80 which Conference Bd says signals potentially recessionary outlook." Fri report should be weak.

Old Macro time. Longest and biggest base of my career in the markets. Truly a once in a lifetime chart with open ended upside. 2yr japanese interest rate...has killed off many short traders. CPI is 1.9%. Gross public debt at $9T, 200% of gdp. Real interest rates still 0.

DAE! 🚀🚀 A reminder that ETH not dead. To state the obvious. RWAs and Stables largely reside on ETH.