macro

Everyone is losing their minds over this Arabica pump because of the Colombia tariff headlines, but let’s be real for a second. We’re seeing a massive blow-off top fueled by nothing but pure retail FOMO and headlines that honestly don’t mean a damn thing in the long run. Trump walks back the...

I know everyone is popping champagne because Bitcoin is supposedly "steady" at $84k and ONDO is pulling face-melting green candles, but we need to take a massive step back and look at the macro reality here. US Treasury yields just hit a 19-year high. Let that sink in for a second, mates. We are...

Hey everyone, I’ve been reading the headlines about treasury yields hitting levels we haven’t seen since 2007 and honestly, I’m getting a bit spooked. I’m still pretty new to tracking macro stuff, but it seems like every time the Fed talks or we get hot data, my portfolio takes a nosedive. I was...

Alright guys, I’m seeing everyone in the daily thread losing their minds over Bessent pointing to that rising wage metric. Seriously, some of you are already talking about yields ripping back to local highs and panic-selling your bags. But let’s take a step back and look at the actual game being...

Yo guys, did you see the latest news about Kalshi? They’re officially asking the CFTC to greenlight margin trading for prediction markets. Ngl, my first reaction was a mix of pure excitement and sheer terror. Leverage on event contracts is some next-level madness, and as someone who has blown up...