5 directional macro theses extracted from @_tolks: SP500 long (CPI catalyst next week), Gold long (staked), BTC long (staked, coins signal), USDJPY short (danger zone cap), Silver long (collapsed to gold thesis by system). All routed to Hyperliquid perps.
originalstill think the admin has no tolerance for yields, dxy & oil higher as (yields, dxy & usdjpy) are flirting in the danger zone
the playing field looks largely reset for higher
gold, silver & coins higher signal that unwillingness to let them go higher is understand by the market & their decline/topping here creates a lot of structural/mechanical buying
coins higher signal that unwillingness to let them go higher is understand by the market & their decline/topping here creates a lot of structural/mechanical buying