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Alex Krüger
@krugermacro
🇦🇷 Economist. Trader. Advisory. Sharing views on global markets.
Kairos
Joined March 2012
Posts
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    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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    Disgraceful reporting by the @nytimes on FTX. It portrays SBF as a charitable entrepreneur who went under and does not mention the words fraud, criminal, substance abuse, friends & family Bahamas KYC racket, hack, stolen funds or wiped servers anywhere.
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    1/469 The has been a very fundamental shift at the Federal Reserve. The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight inflation the Fed has to increase interest rates. Here's a thread about the Fed and crashing markets.
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    Average NFT buyers be like
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    You have two choices in life #1 Take risks #2 Work for those who take risks Which do you choose?
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    A phenomenon we are observing is that many people in crypto are simply exhausted
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    Crypto, a new asset class - quite a comprehensive report by Goldman.
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    We need to stop normalizing pump and dumps in crypto. The President of Argentina just promoted a crypto project, publicly. And a small group of insiders used that to cash out over 100 million dollars in two hours, making price collapse 97%. A classic pump and dump. The Milei
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    So Luna dies and Solana doesn't work while Ethereum is cheaper than ever and has the merge coming
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    The Luna/UST collapse must be the most negative crash in the history of crypto. Due to the sheer size of wealth destruction ($40B permanently gone), widespread holder base, perception of safety, top-tier exchange listings, and how much of the establishment vocally supported Luna.
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    The 20 richest people in the world: - 12 founders - 7 heirs - 1 investors - 0 traders What does this tell you?
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    Argentine fans mourning for Maradona *inside* the Pink House (Argentine equivalent of the White House). Yes, they've broken inside the executive mansion and office of the President of Argentina. Only in Argentina.
    00:00
    Doentes por Futebol ⚽
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