The Wolf Of All Streets
Upcoming monster IPOs from SpaceX and OpenAI could drain liquidity from the crypto market.
Wall Street may be setting up for a major reckoning.
The next significant catalyst for crypto may come from AI developments instead of political events.
Digital credit could become a multi-trillion dollar market.
Preferred equity may outperform convertible debt long-term.
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An announcement is coming from the White House regarding a strategic Bitcoin reserve.
The infrastructure layer of financial services is becoming decentralized.
Custom portfolio construction for clients will be entirely composed of tokens.
The government will print massive amounts of money following the current situation with Iran.
The current administration's primary goal is to lower interest rates.
If history repeats the bear flag pattern, Bitcoin could be heading back to the $40,000 range.
It is totally possible Bitcoin could trade into the $50,000s during its bottoming process.
The US Dollar will continue consolidating without any big changes.
Real yields (10-year TIPS) are not expected to see an increase in coupons for quite a while.
Retail sales are probably going to be up 1.2% this week.
The 10-year note is not going to really break out of its current range for quite a while.
As long as the stock market mechanism is not adjusting, inflation and consumption will stay higher.
The control group (excluding oil) is expected to be 210.
Worsh's testimony tomorrow is expected to be somewhat dovish.