Macro Economist - Self-made multimillionaire - Formerly Retired at 42 - Always trying to find companies and investments that are solving tomorrows problems
Tweets, Not Financial Advice!
Joined June 2022
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Alright. There's been a lot of changes and I'm sure I haven't captured them well between the sleep issues, surgery, recovery, aquascaping hobby, and new dog.
For that I apologize. But I will say this. Yesterday, I got 14,000 steps in 😃 and I'm SO CLOSE to being fully back. So, expect A LOT MORE of me a few weeks from now.
What changed? A lot. I sold some $AKRG, $BMNR, and $PURR, to focus on mostly treasury companies. <-- Again, haven't been great at posting trades or updating the portfolio but that's going to get A LOT BETTER NOW! 🙂
NOTE - I share my thoughts, for very little, in hopes that you find it valuable perspective. If you want to support my work, I have the following methods.
1. You can subscribe here on X for unique posts I don't show anywhere else.
2. You can join the Discord for my charts and historical daily trades whop.com/Micro2Macr0
3. You can subscribe on Youtube to be able to chat in live streams. youtube.com/@Micro2Macr04.
Use Referral links for my favorite products.
a. Tesla - ts.la/jesse26960
b. Sofi - sofi.com/invite/money?gcp=bf………
c. Robinhood - join.robinhood.com/jessed208…
d. Tradingview - tradingview.com/pricing/?sha………
e.Fundstrat FSInisghts - fsinsight.com/our-services/?………
5. Just comment on videos, share, and/or like.
6. Do nothing and hang out. <-- Not recommended. :P
As usual, if you have questions, please let me know.
We're winning.
Russia has effectively abandoned attempts to replace the dollar with China’s yuan under the pressure of US secondary sanctions, underlining the difficulties facing other nations looking for an alternative global currency bloomberg.com/news/articles/…
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Wild times.
BREAKING: Nvidia, $NVDA, is now working with an "outside firm" to find a new CEO to replace Jensen Huang, per Bloomberg.
The company is also reportedly weighing naming a temporary CEO while searching for a replacement.
#AI is getting ready to explode higher.
Falling like a 🪨 even though nothing has happened.
😂
Can’t make this up. A socialist in Nithya’s district is really upset that someone practiced socialism on them with their “community library”
“The library has been cleaned out overnight recently, multiple times.
Most of the books are purchased by me and I cannot afford to restock the library again and again when all the books get taken”
The communist learning the hard way that communism in real life ain’t nearly as cute as it seems on paper, cuz…guess what? Eventually you run out of other people’s stuff! Stupid commies.
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A great looking chart for $MU.
I can't imagine owning property in New York now.
Who would want too?
A massive wall waiting to get gobbled up on the way higher.
$BTC
This is actually insane.
We currently have $12.4B in short liquidations above price compared to just $1.4B in long liquidations below.
That's almost 9 times more liquidity to the upside.
Sooner or later, those shorts are getting rekt.
Listen to @jvisserlabs. He's a visionary with a skill at breaking down the current investment landscape into the simple terms/views.
A conversation with @jvisserlabs on why everyone giving up on crypto is doing so at exactly the wrong time.
We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linked, and what this next phase will look like...
00:00 Intro
00:43 When Believers Give Up
03:07 Wall Street Calling
04:41 Bitcoin’s 7 Sigma Reversal
06:23 When Sellers Run Out
07:47 Price Moves Before Stories
09:17 Biggest Move Loading
12:01 Beyond the Money-Printing Trade
14:32 Ghost Cities
15:43 Does the Fed Still Matter?
19:39 Markets Shrug Off Bad News
21:23 Sponsored by Kraken
22:12 Agents As Economic Players
23:30 AI’s Acceleration Point
27:39 Why Agents Choose Crypto
32:06 Missing the Move
35:56 Who Profits From AI Agents?
38:06 Trapped Wealth vs Money
41:05 Robinhood's Role
48:44 Unpacking Tokenization
51:17 AI x Crypto Link
