Alex Krüger
@krugermacro
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🇦🇷 Economist. Trader. Advisory. Sharing views on crypto and global markets.
Kairos
Joined March 2012
1/ A recession is imminent, risk assets are expensive, and stocks always bottom during deleveraging driven recessions. Is a major crash inevitable?. Not at all. In this research report we explore how prevalent bearish theses are flawed and why we are bullish on risk assets.
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The endgame is Trump appointing a puppet Fed Chair in 2026, ending the era of an independent Federal Reserve. The froth we're seeing now is just the warm-up. A major local top in late November does make sense though.
We're entering the endgame now . Top in late November.
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RT @NickTimiraos: Yellen: I don't talk to Secretary Bessent. He has undone everything I worked on at Treasury. Bessent: "I couldn't even t….
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We need an 'NFT-as-profile-picture' adoption index. I'm certain it would be useful to identify tops.
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Not today.
*TRUMP ON POWELL: NOT PLANNING ON DOING ANYTHING: RTRS.
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if Trump were to fire Powell. - equities down then up.- crypto down then up much more (higher equilibrium).- gold higher.- short-end rates lower.- long-end rates higher (short the 30yr). it's the kind of news that we can trade after it happens, just need to be quick.
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RT @JScryptoTC: I’ve just published a book on Bitcoin and its cycles:. Practical Guide to Profiting from Bitcoin Cycles – Applied Lessons f….
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TradFi traders are more likely to sell puts when they've missed the breakout and then realize they like the bull case. Crypto traders, on the other hand, just YOLO into longs.
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RT @kellangrenier: There's a not-so-silent war breaking out in SW DC btw the Executive branch and the Fed/centrist legislators & institutio….
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Markets always give another chance to win big. We just have to be patient.
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Hope you did not fade the breakout.
The upcoming bitcoin breakout will be explosive. The market is waiting for July 9th and clarity around tariffs to then move higher. Trump's tax bill and bitcoin treasuries going into third gear will soon add fuel to the fire. And Powell's replacement in 2026 (bullish short.
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Quickest giveaway you have entered British territory: the food turns immediately atrocious.
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RT @RealNimona: @krugermacro That’s definitely one possibility but the hacked key theory feels like a stretch given the patterns. Whales wh….
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👀.
There is a small possibility that the $8B in BTC that recently woke up were hacked or compromised private keys. I found a single BCH test transaction from one of the BTC whale clusters 14 hours ago, followed by the full amount. An hour later, the BTC wallets began to move (1/3)
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Tariffs, touted as a tax on foreigners and a shield for domestic industries, are primarily a tax on local consumers, with foreign manufacturers absorbing only a small fraction of the cost. They act as a self-imposed economic constraint, dampening long-term growth prospects for.
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