Anthony Scaramucci on Trump Slump and crypto crash
View original at finance.yahoo.comAnthony Scaramucci on Trump Slump and crypto crash Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts…
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Federal Reserve could cut 100 basis points this year despite current stance
80% confidenceTariffs hurt manufacturing and the trade deficit contrary to Trump's stated goals
80% confidence480 stocks in the S&P have already had a repricing moment while 20 stocks hold up the market
80% confidenceEach American was hit with $1,300 to $1,700 in tariff surcharges last year
80% confidenceKevin Warsh deserves to be approved as Fed Chair and will be approved
80% confidenceThe Pokemon Illustrator card has dramatically outperformed the S&P 500 over 28 years
80% confidenceBuy quality and stay patient is the key investment advice from 40 years of professional investing
80% confidenceThere will never be another Pokemon Illustrator card graded PSA 10
80% confidenceAll major AI platforms (ChatGPT, Anthropic Claude, Google Gemini) conclude Bitcoin will be needed as neutral currency in age of AI
80% confidenceSome on Wall Street are calling recent market conditions the 'Trump Slump'
80% confidenceBitcoiners will have won when you can custody Bitcoin at Bank of America or JPMorgan
80% confidenceMicroStrategy can hold Bitcoin regardless of stock price due to capital structure with 2-year cash fortress
80% confidenceAJ Scaramucci bought JPMorgan at $25 in 2005 when he was 13, now trading at $250-260
80% confidenceInstitutions have been good for crypto on the margin but not as deep as some pundits claim
80% confidenceThis is a garden variety crypto winter based on the 4-year Bitcoin halving cycle
80% confidenceTourism to US is way down with 25% drop in Canadian tourism to Florida
80% confidenceBitcoin is neutral and native to the internet, needed as store of value in age of AI
80% confidenceMassive wave of institutional Bitcoin exposure won't come until Clarity Act is passed
80% confidenceCriminal case against Jerome Powell will need to be dropped for Warsh confirmation
80% confidenceCurrently buying Bitcoin in the mid-sixties range
80% confidenceThe purchase of the $16.5 million Pokemon card generated about $200 million worth of media exposure
80% confidenceMarkets like evenness, predictability, and stability which Trump's knee-jerk tariff policy disrupts
80% confidenceIn 34 years, Bitcoin will be at very high prices and people will regret not buying in mid-60s
80% confidenceAI will boost productivity and is a phenomenon driving future economic growth
80% confidenceMicroStrategy's MNA of 1.22 indicates we're near a Bitcoin bottom
80% confidenceMarket slump will be temporary and mild, not steep
80% confidenceKen Goldin pointed out the Scaramucci family buys one significant collectible every 10 years
80% confidenceBitcoin could go to $50,000 but there's price support in the low to mid-sixties
80% confidenceIf Bitcoin goes to $8,000, MicroStrategy will refinance everything
80% confidenceThe Supreme Court ruling against tariffs was correct because tariffs are taxation without representation
80% confidence
Data points we hold from this source
| Dow Jones Industrial Average · price decline | 800 points |