BCheque

Binance Biggest Hack Ever, Tech Bloodbath, HYPE Strong nitter.cf/i/broadcasts/1nxnRBPOZ…

GOOG Down 10% In One Day, BTC Hovers At $80K, Iran Conflict In View nitter.cf/i/broadcasts/1YGNrbleD…

Bitcoin Defends $80K as AI Stocks Leave Crypto Far Behind nitter.cf/i/broadcasts/1PKqrNvgD…

Anthropic S1, Microsoft To Buy Out 25% Of Workforce? Hyperliquid And Kraken Partner nitter.cf/i/broadcasts/1mGPaZvWE…

The AI trade has a capacity problem. @bcheque1 shares his thoughts: “You can't be that bullish so many things all at the same time. I think the market has a maximum capacity to be bullish about things. And when it overheats, things have to cool down.”

Musk Warns Neoclouds In Trouble, Lula Wins Brazil, Post Midterm Bounce Coming? nitter.cf/i/broadcasts/1oKMvNojq…

Nasdaq Down, AI Agents Takeover, Warhounds Are Here nitter.cf/i/broadcasts/1mGPaZoXW…

The market lull is your chance to stop holding things you don’t believe in. @BCheque1 on the Modern Market: "I feel like if you could just get loads more of the ones, one or two specific things that you like, and you can hold that for the twenty, thirty percent if you're on a short-term trading account. Or alternatively, if you think, right, the whole cycle is still ahead of us and you grab those three to five things, maybe on a longer time horizon at a better price than they were ten days ago, fourteen days ago, then you feel way more happy with that. That would be my strategy for sure.”

BTC Back To $81K, META Gives Up Gains, Real Alchemy nitter.cf/i/broadcasts/1pKkOXlAz…

Market Bounces Higher, SPCX Beats Earnings nitter.cf/i/broadcasts/1qJVmyYZA…

OpenAI Seeks $1.4 Trillion Valuation Ahead of Anthropic IPO nitter.cf/i/broadcasts/1aJbdEggP…

BTC Holds $81K, Anthropic 5% Equity Giveaway, Middle East Warning nitter.cf/i/broadcasts/1dJrPrjpk…

What does slower global liquidity growth mean for Bitcoin, bonds and gold? Michael Howell (@crossbordercap) joins Modern Market to explain how liquidity shapes markets, why debt refinancing and collateral matter, and what he’s watching into 2027. 0:00 Introducing Michael Howell and CrossBorder Capital 2:41 Lessons from three decades in markets 4:56 Bitcoin as a liquidity barometer 6:47 Measuring global liquidity and understanding the slowdown 10:15 The Fed, repo markets and Treasury buybacks 15:48 Debt refinancing and collateral 17:20 US vs. Chinese bond yields 19:58 Term premium and bond misconceptions 21:58 Capital wars, geopolitics and gold 26:26 The 2027 outlook and debt growth 29:15 Monetary inflation and protecting wealth 30:27 Gold, crypto, equities and tactical bonds 32:28 Where to follow Michael and a possible liquidity turning point

Tesla Unveils Flying Roadster After Nine Years of Waiting nitter.cf/i/broadcasts/1qJVmyPey…

What happens to Bitcoin and stocks when global liquidity turns? Today on The Modern Market: 07:00 ET - Regular show 07:45 ET - Interview with Michael Howell (@crossbordercap), founder of CrossBorder Capital, on the liquidity cycle, rising yields and the debt refinancing squeeze. Tune in.

The portfolio you have matters more than the peak you remember. @BCheque1 in today’s show: “Just take what's on the table. Sometimes I think it's one of the hardest things to learn. Again, it's the difference between dealing with reality versus what you want. “Do I want that portfolio to have gone back to 160K? Yes. Should I wait for it to do that? Not necessarily.”

S&P Down, KOSPI Crash Again, Yields Down, Anthropic Revenue Causes Concern nitter.cf/i/broadcasts/1aKbdErRz…

Paul Tudor Jones Warns 2027 Could Be Brutal for Stocks nitter.cf/i/broadcasts/1qGoNYAqy…

KOSPI CRASH, Crypto Longs Liquidated, Wormhole And Starknet Punished nitter.cf/i/broadcasts/1pKkOXZYZ…