Highest daily close for BTC ever

JUST IN: 🇺🇸🇯🇵 President Trump announces "largest deal ever made" with Japan investing $550 billion into the United States and US getting "90% of profits."

🇺🇸 PRESIDENT TRUMP JUST ANNOUNCED A TRADE DEAL WITH JAPAN 🇯🇵 - JAPAN TO INVEST $550 BILLION IN US, JAPAN TO PAY 15% TARIFF

For the rest of the year, finding it hard to get behind anything with heavy confidence other long BTC, long Gold, short bonds, and if they do YCC or shift bond issuance next week heavily to the short end then just shift the bond leg into the other two.

Bitcoin having a big green day alongside Gold on a red day for the Nasdaq brings a tear to the eye

Boomer rock trying to go for it (discl am long from yesterday)

I’m old enough to remember when Bessent said many times he wouldn’t comment on ongoing monetary policy Good times, good times

Last few days of July will set the stage for markets for the rest of the year imo. FOMC meeting where dovish dissents are looking very likely QRA meeting where we will get a look into how willing Bessent is going to be to try to weaponize treasury issuance for the first time since being Tsy chair Tarriff letter deadlines Supreme court will begin deliberating on whether tariffs via executive order are legal or not No big edge on either side right now personally, will just react once we get clarity. Stay frosty

It’s 8am, you walk up Lexington through Midtown. You stop for a $25 bagel & coffee, thank you boss man. Bump into 3 people crossing 42nd. Smell of sewage and pot fills the air. Make it to your desk, your MD overloads your brain with cortisol. You’ve made it to the big leagues.

Being a Lockheed Martin KOL is diabolical