We are entering one of the most violent periods in markets but this isn't driven by a recession, it's driven by the credit cycle The sheer amount of money being added to the system right now is creating an environment for equities that is very rare Let's dig in 🧵👇

We got after it and front run that shit.

TINA (there is no alternative) will come into full force soon People don't get that in a melt up, the majority of people are forced to buy risk assets. If this is a hedge fund manager trying to maintain quarterly performance, a financial advisor pleasing clients so he doesn't get fired, or a bro who is tired of missing out People will panic buy

Macro liquidity is defined by the quantity of money in the system and the level of interest rates. As it interacts with growth and inflation, it determines the return profile for every asset. When liquidity expands, capital is mechanically pushed out the risk curve—because in a world of abundant money, capital is forced to chase the highest return.

The credit cycle hasn't even started🧵 We are beginning to see the underlying shifts of a massive change This will cause larger moves in Bitcoin, memecoins, equities, and everyone is being distracted by tariffs