KyleChassé
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$DEEP just surpassed $16B in volume after another $29M day.
With 20M users burning $DEEP with transaction, $DEEP is at the big boy table.
DEEP-3.41%
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THEY JUST TURNED THE PRINTER BACK ON. AND NO ONE NOTICED.
Everyone is debating the 25bps rate cut or the "split vote." You are missing the forest for the trees.
Buried in today's announcement was the smoking gun: The Fed will resume buying Treasury securities starting Friday.specifically $40 Billion per month in T-Bills.
Let me translate Fed-speak for you:They call it "Balance Sheet Management." I call it Soft QE. I call it Monetizing the Debt.
The 9-3 split vote (first since 2019) proves the consensus is broken. The board is fighting itself.
By buying $40 BILLION in T-Bills, they are admittin
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The US Treasury is now operating like a distressed hedge fund.
I dug into the issuance data. We just hit a record $25.4 TRILLION in T-Bills over the last 12 months. That is 69.4% of total Treasury issuance.
Why does this matter? Because the government can no longer afford to lock in long-term rates. They are funding the Empire on short-term paper.
If the Fed raises rates, the interest expense bankrupts the country. They are trapped.
The only path forward is to monetize the debt. I am betting on the printer here.
Liquidity is nearly here imo.
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I’ve been telling you to watch the quiet assets. Silver just screamed.
Silver officially broke $60/oz for the first time in history. It is up +108% in 2025.
Let that sink in. While everyone is chasing the AI bubble, Silver is up 6 TIMES more than the S&P 500 this year.
This isn't a "commodity rally." This is just another step towards seeing more and more people ditch the dollar.
The smart money isn't buying stocks; they are exiting the currency. If you aren't holding hard assets, you are the yield.
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I’ve been telling you to watch the quiet assets. Silver just screamed.
Silver officially broke $60/oz for the first time in history. It is up +108% in 2025.
Let that sink in. While everyone is chasing the AI bubble, Silver is up 6 TIMES more than the S&P 500 this year.
This isn't a "commodity rally." This is the market pricing in the death of the dollar.
The smart money isn't buying stocks; they are exiting the currency. If you aren't holding hard assets, you are the yield.
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LATEST: Jerome Powell announces 25 bps rate cut.
As mentioned in my previous posts, they had no option here.
Liquidity is coming. Trillions will flow in.
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I am essentially shorting the Federal Reserve.
It is the only trade that makes mathematical sense.
People ask me what my "edge" is.
It’s actually really simple. I don't try to out-trade the quants (I don’t trade at all). I just watch the liquidity.
Right now, the math is inevitable:
1. Japan’s bond market is breaking (forcing them to print).
2. US interest expense is exploding (forcing them to print).
3. China is stimulating (printing).
I don't care what the "sentiment" is today.
The world is drowning in debt, and the only way out is debasement.
I’m betting against central bankers and longin
BTC-1.97%
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Sui isn’t just shipping infra.
It’s spawning category makers.
Eco projects like $WAL, $DEEP, and $BLUE are stress-testing Sui’s object model in real markets.
When the ecosystem pulls demand, not the other way around, the base layer wins.
$SUI is that base layer.
SUI-3.43%
WAL-2.53%
DEEP-3.41%
BLUE-5.71%
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Aptos isn’t chasing hype cycles.
It’s quietly optimizing for execution.
Parallelism. Fast finality. Low variance fees.
The stuff builders actually care about.
As markets rotate from narratives to throughput + reliability, infra that scales in practice wins.
$APT is positioned for that shift.
APT-4.15%
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EXTEND AND PRETEND.
$1.5 TRILLION in Commercial Real Estate loans will mature by the end of 2026.
> Office vacancy is stuck at 19%.
> Valuations in major cities are down 30-40%.
Mathematically, hundreds of regional banks are insolvent.
Why haven't they collapsed?
Because regulators are letting them "extend" the loans and "pretend" the collateral is still worth 2021 prices.
You can fake the valuation, but you can't fake the maturity date.
When that $1.5T wall hits, the Fed has two choices:
1. Let the banking system collapse.
2. Print the difference to bail them out.
Hint: They never choose Opti
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THE AMERICAN CONSUMER ISN'T SPENDING. THEY ARE DROWNING.
US Household Debt hit $18.59 TRILLION.
• Credit Card balances: $1.23 Trillion (+5.75% YoY).
• 33% of Americans now have more credit card debt than savings.
Mainstream media calls this "robust spending."
I call it "survival borrowing."
When you are swiping a card at 22.8% APR just to buy groceries, that isn't growth. That is capitulation.
This is the end of the road for the consumer.
When the credit cards max out (which is happening now), consumption collapses.
Then the layoffs start. Then the Fed panic-prints.
You are watching the fuse b
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BONDS HATE THE "RUN IT HOT" STRATEGY.
Historical data shows US yields rise an average of 49bps after Fed nominations that prioritize loyalty over competence.
If the market smells fiscal irresponsibility, they sell bonds.
When bonds sell off, yields spike.
When yields spike, the government can't pay its interest.
Enter Yield Curve Control (YCC) -> Enter Massive Printing.
More liquidity > risk assets catch the bid
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The $APT stablecoin MCAP is looking to hit a new ATH after adding $292.9M in the past 24 hours.
APT-4.15%
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The stock market is no longer a reflection of the economy; it is a reflection of liquidity concentration.
We are witnessing a "silent depression" for labor and a "golden age" for assets.
Learn the "Cantillon Effect." Money enters the system at the top (banks, tech monopolies, asset holders) and drives up prices before it trickles down to wages.
By the time it hits the worker... it’s just inflation.
Your labor is being devalued while capital is being inflated. You cannot work your way out of this gap.
You must own the assets that sit closest to the money printer (Bitcoin, Scarce Tech).
BTC-1.97%
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The Fed has lost its independence. In the past, they raised rates to stop inflation.
Today, they cut rates to stop the US government from going bankrupt.
Understand "Interest Expense." When the US debt is $36 Trillion, every 1% hike in rates costs the Treasury ~$360 Billion/year. They cannot afford high rates.
We are entering an era of "Yield Curve Control" (soft or hard). The Fed will sacrifice the value of the dollar to keep the government solvent.
Betting on "lower inflation" is betting against the math of survival.
Your only way out is choosing the hardest asset on the planet. $BTC
BTC-1.97%
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TARIFFS ARE JUST TAXES WITH BETTER MARKETING.
Politicians sell "protectionism" as strength. Here is the bill you actually pay:
The Bailout Cost: The last trade war cost taxpayers $23 Billion in agri bailouts alone.
Tariffs raised import costs by 1-2%.
Deglobalization is inflationary. We are moving from a world of "cheap goods" to a world of "secure supply chains." Security costs money.
Inflation isn't "going back to 2%." Structurally, it has to stay higher. The Fed knows this.
They are lying about the target because the US government goes bankrupt if rates stay high.
Only the hardest asset o
BTC-1.97%
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THE AMERICAN DREAM ISN'T DYING. IT'S BEING LOOTED.
We are witnessing the most aggressive wealth transfer in history.
The Top 10%: Now hold 70% of all US wealth. Their assets are pumped by the Fed.
The Bottom 50%: Real wages are flat (+0.5%). Meanwhile, essentials like food and rent are up 25%+ since 2020.
The system is designed to inflate assets while suppressing labor. When the Fed prints $1 Trillion, it flows into the S&P 500 first. The rich get richer instantly. You get the inflation 6 months later.
You cannot "save" your way out of a K-shaped collapse. You have to "invest" your way out.
I
BTC-1.97%
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GateUser-706febf8vip:
There's a hidden crash very few are talking about. 717 companies have been completely wiped out.
The S&P 500 hits new highs on AI hype. The real economy is quietly imploding.
US corporate bankruptcies just hit 717 large filings YTD. The highest level since 2010.
Up +93% since 2022.
November alone saw 62 new filings.
Major names like Burger King franchisees are collapsing.
There are now two economies.
1. The AI Economy: Driving index gains. Masking the rot. 2. The Real Economy: Crushed by high rates. Drowning in debt. Filing for Chapter 11 at a pace unseen in 15 years.
You can only mask this fo
BTC-1.97%
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The institutional exodus is a myth. It is just math.
Headlines are screaming that Bitcoin institutional demand hit an 8 month low. They point to BlackRock’s IBIT seeing $2.7B in outflows as proof the smart money is leaving.
They are completely missing the point.
"Isn't IBIT just retail?"
Wrong.
Filings show hedge funds like Millennium Management and Goldman Sachs holding billions in these ETFs. They aren't HODLing. They are hedging.
You are looking at a basis trade unwind. Not capitulation.
For months funds ran a simple arbitrage strategy. They bought the Spot ETF and shorted the Futures contr
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