98% will miss this and lose everything. No rage bait, no clickbait listen.
Trump has just announced new TARIFFS at the World Economic Forum.
At the same time, the US Supreme Court is voting on a full cancellation of those tariffs.
If you’re holding crypto, stocks, or any risk assets listen closely:
Tariffs stay = DUMP Tariffs removed = DUMP
THERE IS NO BULL CASE HERE.
And most people still don’t understand this.
Before we even get to tariffs, look at where the market already is.
→ The Buffett Indicator (Total Market Cap to GDP) just touched ~224%. That’s the highest level EVER. Well above the Dot-Com peak (~150%) and higher than the 2021 top.
→ The Shiller P/E is sitting near 40. This has only happened ONCE in the last 150 years, right before the market collapse in 2000.
This market is priced for perfection. It can’t survive a hiccup - let alone a trade shock.
Now here’s where it gets dangerous…
1⃣ TODAY: TRUMP AT DAVOS
Trump is speaking at the World Economic Forum in Davos. Global leaders, CEOs, and markets are listening for one thing: trade policy direction.
Any hint of escalation or defiance will be taken as a green light for volatility.
And the risks are already stacked.
2⃣ THE “GREENLAND” ESCALATION
10% tariffs on European allies (France, Germany, UK, etc.) set to begin Feb 1. These directly hit multinationals trading at ~22x earnings.
There is ZERO margin for error.
3⃣ THE CONSTITUTIONAL FLASHPOINT
Whispers are growing that the Supreme Court may rule Trump’s IEEPA tariffs ILLEGAL.
Anyone who’s been around long enough knows what that means: THERE IS NO POSITIVE OUTCOME.
Let’s walk through it.
SCENARIO A: TARIFFS STAND (INFLATION + MARGIN SHOCK)
→ Corporate margins get crushed. Companies can’t push 10–20% cost increases onto already exhausted consumers. They absorb it.
→ History reminder: In 2002, Bush’s steel tariffs wiped out 200,000 jobs in steel-using industries - more than the entire steel workforce. Markets dumped.
→ In 2018, mere tariff threats triggered instant sell-offs (CAC 40 down 1.7% in a single day, Apple off 2.6%).
Bottom line: 2026 earnings expectations are about 15% too optimistic.
→ The Refund Bomb: If tariffs are ruled illegal, the U.S. government potentially owes billions back to importers.
→ The Smoot-Hawley Echo: In 1930, markets fell 16% before the bill was even signed - purely on anticipation.
→ If courts rule against Trump, the administration won’t just accept it. Expect Section 232, executive orders, or emergency powers to block refunds.
Markets fear legal chaos and fiscal instability more than they fear taxes.
So pick your poison:
A margin-destroying trade war OR A constitutional crisis with insolvency risk
This isn’t a surprise. This is a known unknown.
I know newer investors don’t want to hear this, but after 20+ years in markets, one truth stands out:
Retail prays for the rally to never end. Professionals wait patiently for the floor to give way. Wealth isn’t built at euphoric highs - it’s built when fear takes over.
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.
🚨 THIS IS THE BIGGEST BITCOIN AD IN HISTORY, AND NOBODY IS PAYING ATTENTION
80% of Venezuela’s oil revenue was moved in USDT - WSJ confirms it.
Everyone thinks this is an “escape”. It is not.
Let me explain this in simple words.
USDT is basically the dollar, just faster and easier to send.
But it still has a company, a CEO, a compliance team, and a FREEZE button.
Now connect the dots.
Tether has already frozen wallets linked to Venezuela’s oil trade, and it recently froze about $182,000,000 USDT on Tron in one of its biggest actions.
That one statement explains a lot.
Stablecoins are useful, yep. But if someone can freeze it, it is not real money for a country that wants control.
Now do the game theory in simple words.
USDT - Compromised. Yuan - Political strings. Gold - Try settling $500M across borders in 10 minutes. CBDCs - Same kill switch, government branding.
So what is left??
There's exactly one asset that clears final settlement without asking permission from anyone.
21 million units. No CEO. No freeze function. No phone number.
This is the ad Bitcoin never had to buy.
The most desperate, highest-stakes capital on earth just learned there's only one door.
And China, India, Brazil, Russia and any country hedging against dollar weaponization will use $BTC and TRILLIONS.
TRILLIONS will flow in.
Price doesn't reflect it yet.
It will.
I’ve studied macro for 10 years and I called almost every major market top, including the October $BTC $ATH .
🚨BREAKING: $1.3 trillion has been wiped out from the U.S. stock market today till now.
Nasdaq and S&P 500 have ERASED all their 2026 gains and turned negative.
This comes as U.S.-EU trade tensions rise, Japan’s bond market continues to weaken, and pension funds begin cutting exposure to U.S. Treasuries. #CryptoUpdate #CryptoNewss #china #US
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If you hold stocks or any assets, you need to pay attention to this.
Before we even talk about tariffs, look at where we are standing.
– The "Buffett Indicator" (Market Cap to GDP) just hit ~224%. That’s an all-time record. It’s higher than the Dot-Com bubble peak (~150%) and higher than the 2021 top.
– The Shiller P/E is hovering near 40. We have only seen this ONCE in 150 years… right before the 2000 crash.
The market is priced for utopia. It can’t handle a 1% miss, let alone a trade war.
Here’s where things get worse…
1. THE "GREENLAND" ESCALATION: 10% tariffs on European allies (France, Germany, UK, etc.) effective Feb 1. This is a direct hit to the bottom line of multinationals trading at 22x earnings.
2. THE CONSTITUTIONAL CRISIS: Rumors are circulating that the Supreme Court is about to rule Trump’s IEEPA tariffs are ILLEGAL.
Someone who’s been here for years already knows: THERE IS NO BULLISH OUTCOME.
Let me explain.
SCENARIO A: The Tariffs Stick (Inflation Shock)
– Margins COLLAPSE. Companies cannot pass 10-20% cost hikes to a tapped-out consumer, so they eat it.
– History Lesson: When Bush imposed steel tariffs in 2002, steel-consuming industries lost 200,000 jobs… more than the entire steel industry employed. The market hated it.
– In 2018, tariff threats caused immediate sell-offs (CAC 40 lost 1.7% in a day, Apple dropped 2.6%).
The math is terminal: 2026 earnings estimates are ~15% too high.
SCENARIO B: The Tariffs Are Illegal (Insolvency Shock)
– This is the "Refund Nightmare." If voided, the U.S. government technically owes BILLIONS in refunds to importers.
– The 1930 Ghost: We are rhyming with Smoot-Hawley. In 1930, the market crashed 16% before the bill was even signed, just on anticipation.
– If the court rules against Trump, the administration won't fold. They will trigger Section 232 or executive orders to block refunds.
– Markets hate legal chaos and insolvency risk MORE than they hate taxes.
We are either facing a margin-crushing trade war OR a constitutional crisis over fiscal solvency.
This is a KNOWN UNKNOWN.
I know this is hard for new investors to hear, but 20+ years in this game teaches you one thing.
Amateurs pray for the rally to continue, and the pros pray for the floor to drop out.
Wealth isn't made at the top, it's made when everyone else is too scared to buy.
Keep in mind, I’ve called every major market top and bottom over the last decade.
When I make my next move (very soon), I’ll post it here for everyone to see.
If you want to OUTPERFORM retail, all you have to do is follow me.
Not because of TA. Not because of the halving. Not because of some headline.
Because $4.7 TRILLION will hit the US economy over the next 12 months.
Those who pay attention to this post will become extremely wealthy.
Let me explain this:
1. THE $4,700,000,000,000 LIQUIDITY WAVE
This is not one hit. It comes in phases.
About $1.2 TRILLION in tax refunds. About $2.1 TRILLION in corporate cash coming home. About $1.4 TRILLION from bonus depreciation.
That is about 3x bigger than the 2008 bailout and about 20% of the entire US economy hitting in about 9 months.
Markets do not move on opinions. Markets move on FLOWS.
2. THE “BUYBACK/DIVIDEND/M&A/CAPEX” BUTTON
When corporate cash comes back, boards press the same buttons every time: buybacks/dividends/M&A/capex.
This is why markets pump even when the “real economy” looks slow.
Because the system gets flooded and assets reprice first, then retail chases later.
That one statement explains a lot.
3. THE REAL ALPHA
Why Trump is doing this.
He needs growth headlines fast. He needs markets pumping into the narrative. And he needs to inflate the debt problem away by pushing more money through the system.
This is not about “fixing” anything.
This is about LIQUIDITY.
Now connect the dots.
Liquidity hits stocks first. Then it hits risk appetite. Then it hits Bitcoin.
So yep, that is why I went ALL-IN.
NOW THE WORST PART.
This is bullish first.
But if assets pump while wages lag, your cash loses value.
That is the inflation response later.
How do I know all of this?
I’ve studied macro for 10 years and I called almost every major market top, including the October $BTC $ATH .
🚨 JUST IN — GLOBAL SHOCKWAVE 🌍⚠️ President Donald Trump announces 10% tariffs on major European economies 🇺🇸🇪🇺 France, Germany, UK, Netherlands, Nordics — all hit. 💥 Warning shot fired: If no deal to acquire Greenland is reached, tariffs jump to 25% on June 1st. This isn’t just politics — it’s geopolitics, trade war pressure, and market volatility colliding. 📉 Risk assets react. 🛢️ Inflation fears rise. 🟠 Bitcoin narrative strengthens as a hedge. History shows: Trade wars = uncertainty Uncertainty = capital looks for exit routes 👀 Markets are watching. Are you? #breakingnews #Trump #TradeWar #Tariffs
I’ve been analyzing this for 12 hours and it’s smth I haven’t seen before. $4,700,000,000,000 will flood the US economy over the next 12 months. And this is GIGA, GIGA BULLISH for markets for the next 9 months, but… Most people are not ready for what’s coming, but I see the largest wealth transfer in American history. Let me explain this in simple words. This $4.7T does not hit all at once. It hits in WAVES. And the people who win are the ones who position BEFORE the wave, NOW. Here is the $4.7T math. About $1.2T in tax refunds. About $2.1T in corporate cash coming home. About $1.4T from bonus depreciation.
That is about 3x bigger than the 2008 bailout and about 20% of the entire US economy hitting in about 9 months.
That one statement explains a lot.
WAVE 1 (Feb to Jun): $1.2T hits consumer accounts. Where it goes: 35% debt repayment, 25% discretionary spending, 20% savings, 20% essentials. This is when markets front run the “consumer pump” before it shows in data.
WAVE 2 (Jul to Sep): $2.1T corporate repatriation. Where it goes: 40% stock buybacks, 30% dividends, 20% M and A, 10% investment. This is when buybacks and dividend headlines stack up and markets rip first.
WAVE 3 (Q3 to Q4): $1.4T bonus depreciation turns on. What it does: companies write off capex immediately, so spending gets pulled forward fast. In 2017, industrial stocks surged 34% off this exact catalyst.
But why Trump is doing it.
He needs growth headlines fast. He needs stocks pumping into the election narrative. And he needs to inflate the debt problem away by pushing more money through the system.
NOW THE WORST PART, BUT IT IS STILL #bullish FIRST.
Liquidity events do not create calm. They create MOVES.
The spending can be real, and the market can still rip, even if people scream “bubble”.
THE MATH SAYS BUY RISK.
But the TRAP is simple.
If assets pump while wages lag, your cash loses value. That is why Wave 4 is the inflation response later.
This is a PLANNED liquidity wave.
And it can keep pumping until the mood flips.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
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