Jim Bianco

Jim Bianco

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Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth

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3:38 left in the third quarter … Total points = 12 Total punts = 12 Worst Super Bowl ever?

1/4 I fear this is spot on. @CryptoNobler's thread unpacks $BTC's "synthetic supply" problem. ETFs, structured notes (@CryptoHayes), futures, options, swaps, lending—all flood the system with "paper" BTC. When it swamps real demand, price crashes. x.com/CryptoNobler/status/2019...… twitter.com/biancoresearch/sta...

Last sentence is key. Trump sees ~26% annualized to Dow 100k by 2029. If it fails, it won’t be the Fed’s fault for slow cuts — it’ll be the Supreme Court’s for (supposedly) killing tariffs on Feb 20. The Court becomes Trump’s new whipping boy, and Warsh is off the hook. twitter.com/biancoresearch/sta...

Silver is down 21% in the last 24 hours, and is now below last Friday's crash low. Why is this happening? When markets get chaotic and dysfunctional, the most vulnerable and most leveraged get taken out and killed first. This is somewhat analogous to the very early days of the pandemic. What were the markets that were killed first in early 2020? Not the ones that had anything to do with the primary driver (pandemic coming out of China), but the ones that were the most levered and the most vulnerable. For the last couple of months, that's been silver.

Every major Bitcoin bull market peak has been perfectly timed with a glossy Forbes cover crowning the latest 'Bitcoin king', right before the mega-crash begins.

*BITCOIN FALLS BELOW $70,000 FOR FIRST TIME SINCE NOV. 6 2024

Back on oct 11, 2018 ($BTC $6,250) he wrote this “famous tweet,” near the low. Now he is back with the same argument at $70k. Into the darkness of breaking below $70k is some hope. x.com/nouriel/status/105042536...…

Nouriel Roubini

The Crypto Apocalypse Out of 20k ICOs: 80% of them (16k) were a total criminal scam in the first place - steal the money and run - based on results of an academic research paper. Another 18% of them (3.6k) went to zero and collapsed . Of remaining 2% (400) that survived those

Crashing back to Friday's low *SPOT SILVER DROPS BY AS MUCH AS 14%, ERASING TWO DAYS OF GAINS

And cumulatively, spot $BTC ETFs have not seen NET new money for months and have experienced a steady "low grade" outflow (bottom panel). Buy when the low-grade outflow turns into a panic?

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