$TRUMP šØšØ The high conviction outlook for the upcoming week, and the weight of the evidence suggests the US economy is entering a "Goldilocks" phase of high quality growth and structural resilience that the bears are completely missing ā”ļøš¢
While the skeptics fixate on monthly noise, our modeling confirms the real storyāthe core PCE deflator is stabilizing on a healthy glide path toward 2%, with Octoberās 0.26% and Novemberās projected 0.17% signaling that peak inflation is firmly in the rearview mirror and setting the stage for a year-over-year convergence toward 2.1% by year end š¤
We are looking at a US consumer that isn't just surviving, but thrivingāunderpinned by a "low-hire, low-fire" labor market that maintains an unemployment floor, while a significant 4.1% personal saving rate provides a massive $7.6 trillion liquidity cushion that effectively insulates household balance sheets from external shocks š
$SOL
For the week ahead, the January flash manufacturing PMI at 52.0 confirms that the industrial engine is still in expansion territory, bolstered by a regulatory environment shifting back toward the private sector and expansionary fiscal policies that act as a persistent tailwind š
With the Fed likely to deliver multiple rate cuts through 2026ābringing the terminal rate toward 3.00%-3.25%āand the US accounting for two thirds of the global growth upgrade, the "soft landing" isn't just a theoryāit is the reality on the ground as the economy prepares for a reacceleration to an above-trend 2.5%-2.8% GDP growth rate
$MELANIA
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
$DOGE šØā”ļø Markets are on high alert after Japanās Prime Minister Sanae Takaichi warned of action against āabnormalā yen moves, fueling speculation of imminent currency intervention ā possibly with U.S. support šš¢
Traders reported the New York Fed contacting banks about the yen, a move often seen as a precursor to intervention. The yen rebounded sharply after sliding toward 160 per dollar, its biggest one-day gain since August š
$WLFI
With short yen positions at decade highs and elections approaching, officials appear ready to act again, especially if the currency weakens further š
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
$BTC š± Ah man the market already looks weak š
and now thereās another headwind and more serious than tariffs š
Now the odds of a US government shutdown next week are being priced around ~78% š
if that actually happens, liquidity tightens fast š
we saw this in Q4 š
$SOL
- funding stress - risk off - and crypto pukes ā”ļø
weāre still repairing that damage š¢
what worries me more is Donald Trump openly saying a shutdown may be unavoidable š
$ETH
that only pushes the probability higher š
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
SEC lawsuit closed. GENIUS Act live. Clarity Act NEXT š„
XRP is positioned for financial infrastructure, payments, stablecoin operations š¢
The ones who held through the XRP manipulation are about to be rewarded š
Patience gets paid š¤
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
- Shutdowns are usually resolvedāvolatility event, not a thesis change š¤
$GIGGLE
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
š AAPL earnings -- Thursday š December PPI inflation data -- Friday
Macro + policy + megacap earnings all collide this week
$SOL
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
The same playbook MicroStrategy ran with Bitcoin ā”ļøš¢
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
$TRUMP šØ In case you donāt realize whatās coming š±
The Chief Investment Officer of BlackRock is now expected to be the next Fed Chair š
And, Trump says cutting rates is a ārequirementā for the next Fed Chair and is actively calling for 1% interest rates š±
2026 is going to be a wild year š¤
Uncertainty in 2026 is rising, but not because of one person or institution. It stems from a new interaction among fiscal stress, inflation paths, electoral politics, and financial conditions. What matters is whether constraints shift and policy functions are rewritten š¤
$SUI
If markets get the sense that the next Fed Chair isnāt independent, that would be far worse for future markets š¤
The entire credibility of the Fed rests on political independence. Once investors believe monetary policy is being dictated by presidential demandsālike forcing 1% ratesāthe reaction wonāt be ārelief,ā itāll be fear š¤
$UNI
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
$WLFI More dollars in circulation mean more liquidity for investors, fueling crypto, gold, and silver, this is shaping up to be a historic super cycle š
šØš¢ Create more dollars to help the Japanese yen ā”ļøThat means there will be more money in circulation š¤
That is quantitative easing. Investors will now have access to deep liquidity to enter risk assets like cryptocurrency ā”ļø
This is going to be the biggest bull run in history ā¬ļø
$TON
It will be called a super cycle š¢
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
$ATOM šØšØ The U.S. Dollarās share of global FX reserves just fell to its lowest level this century š±
Capital is diversifying ā”ļø The global monetary order is slowly shifting š
When fiat dominance fades, crypto benefits first š¤
$ADA
The dollar isnāt dying, its monopoly is šIn every monetary transition, internet-native assets gain optionality š¤
The real question isnāt if, but who captures the flow first š¤
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
HBAR spot ETF is four months old. Here's the story the data tells:
Month one: $44M š„ Month two: $35M more š„ Month three: Slower but positive š„ Month four: Still climbing š„
Cumulative: $89M. Net assets: $57M š„
No headlines. No pump tweets. Just consistent institutional accumulation happening in the background š¢
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
šø Warning šø I do not provide financial advice šThe intent of this content is for you to be aware of market conditions before starting to invest šThank you for reading š
$TRUMP šŗšø THE U.S. GOVERNMENT COULD SHUTDOWN AGAIN IN 6 DAYS ā”ļøš¢
Polymarket now shows a 78% chance of a shutdown. The odds are rising because Senate Majority Leader Chuck Schumer, the top Democrat in the Senate, said Democrats will vote NO on the funding bill š¢
Democrats are opposing parts of the bill related to DHS and ICE, while Republicans want to expand funding and powers. Both sides are stuck, and time is running out š¢
$WLD
Funding expires on January 30, 2026. If Congress fails to pass the remaining bills, a shutdown begins š¢
The last shutdown lasted 43 days and damaged the economy. No one wants a repeat, but without a deal on ICE, there are not enough votes to avoid it š±
$WLFI
š If you like it, don't forget to express your opinion and share the post ā”ļø Thank you, I love you ā¤ļø
But capital will rotate back into Bitcoin because investors know gold and silver are priced for fear, while Bitcoin is still priced for doubt š¢
Gold is heavy, slow to move, hard to divide, costly to store, and difficult to audit at scale š¢
Bitcoin is scarce by design, has a predictable supply, moves across borders in minutes, settles globally, is easily divisible, verifiable on-chain, resistant to censorship, and secured by the strongest computing network on earth š¢
That is why money rotates. Not from weakness, but from efficiency and technology š¢
Gold protects wealth in uncertain times š¢
Bitcoin compounds it in a digital world š¢
A super cycle is inevitable ā“ļø
$PAXG
š If you like it, don't forget to express your opinion and share the post ā”ļø Thank you, I love you ā¤ļø