Avid stock and crypto investor. Digital art collector. All opinions are my own. Do your own research. Not Financial Advice
Joined December 2021
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The biggest hurdle facing markets in 2027 will be who is the marginal buyer of debt! Too many countries and now AI companies are looking for money to grow or refinance their debt. The AI boom is being financed by debt and private equity and governments are bearing the rotting fruit of COVID era printing of money. The bond vigilantes are starting to show their heads! Yields on debt must be higher for investors to feel safe with the investments. And let’s not bring up Californias impending bankruptcy which if they got bailed out by the US government…..watch out! I expect markets to do well into year end but at some point next year, companies and governments need to get their house in order (highly unlikely) or the bond vigilantes will come calling!
What should do well in this high inflation, high money printing, high debt environment? Gold, Bitcoin and other hard assets. Sports cards and Pokemon have done well for a reason! Not the classic hedge but it is more and more becoming mainstream.
For me this isn’t a sell everything now tweet but a look forward planning tweet for around the beginning of 2027 to make sure my investment allocation is realigned with this thesis.
Responses like this is why crypto hasn’t taken off! One work computer hacked and someone has access to $6 billion in funds but everything is fine…….we need new voices in crypto! It needs to mature and act serious if it doesn’t want to fail!
Exchange hacks, cold wallet hacks…..who wins? Brokerage accounts! Insured holdings will become a priority for large holders and they will be collecting the fees. Plus now coins can be tracked and taxed. Governments and banks win in the end!
People don’t realize that many are getting priced out of vintage lower pop Pokemon cards right now. Collector base has been growing and as a result people continue to bid cheaper vintage. Gacha companies inflated some prices but demand remains thus people keep bidding. Once the cheaper vintage becomes out priced for the average buyer, modern will fly.
Like the equity flush today, may not be the bottom but close. I’m a buyer today. Buying red on narrative alone has always paid dividends for me.
Markets have a tendency to generate narratives when companies are in buyback blackout zones prior to earnings and we are seeing that again. Rates and inflation are known and markets have priced that in but the most recent narrative is AI overspend and have we reached peak earnings growth in AI. Many companies in the market are in bear markets and the market is actually cheaper now compared to January 1st, 2026.
The forward multiple of the $QQQ was 25.4 on January 1st and is 20.9 today with 10 year historic average of 22.9.
So who is wrong in this narrative? Time will tell but I bet earnings will throw cold water on this narrative from the big AI companies. Small businesses are struggling with these rates and their equities reflect that but good or bad, they are only a small portion of major indicies performance.
Is it a coincidence that ledger and cold cards have been compromised or a plan by governments around the world to make people question self custody? More and more crypto has and will move to centralized entities which ultimately rely on third parties and thus can be monitored, frozen, and taxed.
Maybe we should have been investing in Pokemon cards all along! I continue to collect with the family and having a blast doing it!
$NET needs some more revenue and it needs it yesterday. Unfortunately the NAV and price will continue to bleed until it changes.
For the bitcoin bulls out there, we are about to trigger a technical indicator that has shown great price action. Bearish EMA ribbons flipping bullish. The last time this happened was March 2023 and bitcoin was trading at $27,000. After that date bitcoin started its massive run to all time highs on October 6th 2025 before flipping back to bearish EMA ribbons again in November 2025! Will Bitcoin price action repeat?
Here is the uphill battle for $NET holders. Revenue early was off to a bang but since then it’s remained stable which isn’t enough to cover the dilution of late. You can see breakeven (Dollars needed to maintain NAV) rising with inflation. Now can Al pump that revenue? Many still betting he can but this data is why price is where it is currently.
Trying to gain some momentum for this. $INVESTUSA . With a few more eyes this could send and volume flow in. We need @TrumpAccounts to unlock their @XMoney account in the next 14 days so they can get their fees. We have raised $1,000 so far on no volume. @altcap we are trying something new, kind of like crowdfunding these accounts via trading of a meme coin. Your engagement and getting the main account to claim fees would slingshot this up and we could be talking hundreds of thousands of dollars raised!
Launched this token $INVESTUSA. I said I would never launch a token but this one seems right to be my first. No side wallets. Bought 2% of the token and will do something with those in the event this takes off. All fees go towards @TrumpAccounts via @UsePaid and @XMoney. Would be amazing if @altcap sees this and it takes off to where we can use these fees generated to add to the Invest America accounts of the kids of the country! @InvestAmerica24 . Not financial advice and do with this as you wish but could be a great cause for the degens of the crypto space to raise some money for the youth of America!
GnsezSFRNdXDjUVXYWCYcrqUydMG1Urrm14GXtiFiHNG
@realDonaldTrump @DonaldJTrumpJr @EricTrump let’s send a meme coin for a cause! $INVESTUSA fees go strait to @TrumpAccounts via @XMoney ! If you want to get behind a cause, what better one than what @altcap created! Bullish kids of America!
Launched this token $INVESTUSA. I said I would never launch a token but this one seems right to be my first. No side wallets. Bought 2% of the token and will do something with those in the event this takes off. All fees go towards @TrumpAccounts via @UsePaid and @XMoney. Would be amazing if @altcap sees this and it takes off to where we can use these fees generated to add to the Invest America accounts of the kids of the country! @InvestAmerica24 . Not financial advice and do with this as you wish but could be a great cause for the degens of the crypto space to raise some money for the youth of America!
GnsezSFRNdXDjUVXYWCYcrqUydMG1Urrm14GXtiFiHNG
I now own over 5% of this coin and will gladly donate it to @worldlibertyfi for this cause! Any interaction will send this coin and all fees go straight to kids of America!
@blknoiz06 @theunipcs @frankdegods @rasmr_eth @retardmode @kmoney let’s send a coin for a good cause! $INVESTUSA
Launched this token $INVESTUSA. I said I would never launch a token but this one seems right to be my first. No side wallets. Bought 2% of the token and will do something with those in the event this takes off. All fees go towards @TrumpAccounts via @UsePaid and @XMoney. Would be amazing if @altcap sees this and it takes off to where we can use these fees generated to add to the Invest America accounts of the kids of the country! @InvestAmerica24 . Not financial advice and do with this as you wish but could be a great cause for the degens of the crypto space to raise some money for the youth of America!
GnsezSFRNdXDjUVXYWCYcrqUydMG1Urrm14GXtiFiHNG