The US stock market has added $840 billion today after Trump cancelled tariffs on the EU and announced a Greenland deal. Nasdaq: 1.16% S&P 500: 1.17% Dow Jones: 1.22% Russell 2000: 1.95%, hitting a new ATH When? $BTC

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Trump annule les tarifs sur le Groenland, les marchés rebondissent alors que le risque diminue

Jusqu’où peut aller XRP dans les 4 prochains mois ?

This is the most profitable market in history. Stocks are now extending gains to a new high of the day, the S&P 500 up +1.5%. Take a minute to read steps #1 through #8 in our tariff playbook. There will be more to come. Systematic investing is winning.

BREAKING: The S&P 500 surges over +1% after President Trump cancels 10% tariffs on the EU. Just like that, step #8 of our “tariff playbook” has arrived. $BTC

🚨 THIS IS ABSOLUTELY INSANE… I’ve been crunching the numbers from the last 2 trading sessions, and it’s unreal. Market Loss Since Yesterday: ~$1.4 TRILLION Estimated Cost of Greenland: ~$700 BILLION Read that again. The market wiped out 2x the total value of the asset we’re trying to buy. We literally burned $2.00 of existing wealth for every $1.00 of theoretical value we want to acquire. Here is the technical breakdown of the absurdity: This is a forced, correlation-one liquidation across the board. S&P 500: -2.1% Nasdaq: -2.4% VIX: Spiked +31% (Vertical) When the "Fear Gauge" crosses 20 that fast, algorithms don't think. THEY DUMP HARD. The market isn't scared of buying an island. It's scared of the 25% Tariffs threatened on our biggest NATO allies (Germany, France, Denmark) to FORCE the sale. Investors priced in a full-blown trade war starting Feb 1st, in just 9 days. Disrupting EU supply chains creates inflationary pressure that wipes out margins far faster than Greenland adds GDP. We incinerated $1.4 trillion in shareholder value in 6.5 hours… AND WE STILL DON’T OWN THE ISLAND. This is negative-sum geopolitics, we are the only losers here. LOOK AT THIS: While Tech and Nvidia are bleeding... – Gold hit an ATH >$4,900. – Silver jumped +6%. Smart money is running for cover while the average investor panic over a real estate deal. If the market doesn’t fully recover soon, this won’t have been a smart purchase. Watch the VIX, because if it stays above 20, the liquidation is far from being over. $BTC

“Live: Turning $100 into $1000—Watch How!”

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Buy tink tank and hold it🚀

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In AI infrastructure, the April 2026 Musk trial forces recognition by creating headline risk, discovery disclosure, and potential governance restructuring that no investor can ignore. Current pricing reflects consensus that OpenAI maintains dominance. The mechanism says otherwise. The gap between price and mechanism is the opportunity. This framework will apply to the next technology transition, and the one after that. The specific entities will change. The margin stack will take different form. The “circular financing” will connect different names. But the structure will recur because it reflects something permanent about how capital flows to apparent winners, how apparent winners become structurally vulnerable to vertical competitors, and how consensus ignores mechanisms until catalysts force recognition. The margin structure inversion in AI infrastructure is the largest such opportunity since cloud computing’s emergence required repricing of enterprise software. Those who positioned for that repricing, who understood that Salesforce’s subscription model structurally disadvantaged Oracle’s license model, captured generational returns. The same structural logic applies today. OpenAI is Oracle: the incumbent whose cost structure made sense in the previous regime. Google is Salesforce: the insurgent whose structural advantage will not be visible in benchmark comparisons but will be decisive in margin competition. The timeline is compressed. The catalyst is dated. The positioning data shows who is wrong. The trade is available to those who see what consensus cannot. $BTC

Next pivot 28th January. 5/5 Months $BTC declined on average 5-6% after this zone. This means that wherever BTC is into the pivot, it has a statistically high chance of being a lower high before pushing to 86.8K.

$BTC Its too easy at this point. 🤌

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I can say with absolute certainty 87.5K gets tested again this month. First, they’ll likely get you to turn bullish on this small dead cat bounce. $BTC

I rarely post $SPX charts, but I spotted a pattern nearly identical to 2025’s corrective move. If it unfolds the same way, it could signal that S&P 500 is on the brink of a sharp drop. For clarity, I’m not short on it & will never short this asset.

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BREAKING: President Trump said “Congress is working on crypto market structure bill and he hopes to sign it soon.” He also added that “he's making sure that America remains the crypto capital of the world.” $BTC

“Globalism has failed.” Trump’s Commerce Secretary Lutnick just said this at Davos - World Economic Forum. On their stage. To their faces. Then asked the question no one could answer: Why mandate an energy transition to technologies your adversary monopolizes? The numbers are now public record: China controls 91% of rare earth processing. China controls 69% of EV batteries and 80%+ of the components inside them. Even “Western” batteries are assembly operations of Chinese parts. The West has the rocks. China has the chemistry. And here’s what the Davos crowd won’t tell you: Europe didn’t decarbonize. Europe de-industrialized. They exported the factory to China, then imported the product back. Global emissions rose. Western industrial capacity collapsed. Net Zero was balanced by accounting tricks, not physics. The bill just arrived: Volkswagen is closing German plants for the first time in 88 years. BASF is abandoning Ludwigshafen for China and the US Gulf Coast. Audi Brussels is gone. European electricity costs 158% more than American. For heavy industry, a 2x energy disadvantage is lethal. Europe is facing an extermination event. Capital is fleeing to America for cheap energy and to China for market access. The EU is being hollowed out in real time. 1971: Nixon closed the gold window. Bretton Woods I ended. 2026: Lutnick closed the globalization window. Bretton Woods II ended. The efficiency paradigm is dead. The resilience paradigm has begun. Interdependence was supposed to be a peace bond. It became a weapon. Globalism didn’t die of old age. It was murdered by the physics of supply chains. $BTC

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Consultez mes rendements et la composition de mon portefeuille.

$BTC Caught a beatiful 8% drop. Pushing stops to 101K now to minimize the risk. I believe if we are to continue lower from here we should not revisit entry again let alone trend to 100K. 20% TP has been hit. I have personally now took 20%. I am aiming for 86.5K an 85K next. This is a crticial area bulls need to hold. If they are unable to hold 85K im afraid we are on the way to new lows this years. I am targetting below 70K over the next 3-4 months.

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OpenAI spends $3.30 to make $1.00. Google spends $0.00 in supplier margin. This single fact explains everything happening in AI right now, and almost nobody sees it. The math: OpenAI pays NVIDIA 75% gross margins on GPUs. Then pays Microsoft markup on Azure. Then covers its own costs. Total: $66B spend on $20B revenue. Google designed its own TPUs. Owns its own data centers. Pays only electricity and depreciation. The gap: 30-44% permanent cost advantage. Every query OpenAI serves, the disadvantage compounds. Every query Google serves, the moat deepens. This is why: ChatGPT US traffic down 35% in November. Gemini hit 650M users growing 62% in 5 months. Marc Benioff publicly defected after 3 years. This is why OpenAI just added ads to ChatGPT. This is why Sam Altman declared "Code Red" in December. This is why all 4 original GPT paper authors have left. But here's what makes this a 2008-level systemic risk: SoftBank sold $5.83B in NVIDIA stock to invest $41B in OpenAI. NVIDIA intends to invest $100B in OpenAI while OpenAI commits $500B to buy NVIDIA GPUs. Microsoft's $135B stake depends on OpenAI's $250B Azure commitment. The customer funds the supplier who funds the customer. Yale researchers called it: "Could trigger a devastating chain reaction similar to the 2008 Great Financial Crisis." The catalyst has a date: April 27, 2026. Musk v. OpenAI goes to jury trial. Damages sought: $79-134 billion. OpenAI's cash reserves: $64 billion. The judge already ruled there's "plenty of evidence" of fraud. Hedge fund positioning in AI infrastructure: 93rd percentile long. When this reprices, the exits won't fit the bodies. Google is to OpenAI what Microsoft was to Netscape. The capability is comparable. The cost structure is fatal. Bookmark this. $BNB

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