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Dan Tapiero
@DTAPCAP
Founder/CEO 10T Holdings (2021), DTAP Capital (2004-), Gold Bullion Int. (2009-) AGCOA (2007). 25 yrs global macro investor/hf pm. 5GOATS. Btc+Bullion hodler.
Dan Tapiero’s Tweets
Hard to underestimate the brilliance of this clip from 50 years ago.
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Cannot believe I am still hearing people worried about inflation...
...and that the #FederalReserve needs to raise rates.
Totally nuts.
#YieldCurve inversion massive and getting steeper.
#Usd bear mkt has begun. 10yr with 2 yield handle all of next yr.
Bullish #btc
H/T Ed H
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Idea of a CENTRAL bank is outmoded.
Risk of single point of failure (in judgement) too high.
The internet is decentralized and global...
...So will be the internet of money.
Get ready for a digital asset ecosystem with #Bitcoin at the core.
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Tradfi world in trouble.
All these claims should be on a blockchain.
#BTC as core collateral of developing digital asset ecosystem (DAE).
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This morning I discovered something *extremely* alarming happening in the car market, specifically in auto lending.
I'm now convinced that there is a massive wave of car repossessions coming in 2023.
Here's what I discovered (and what no one knows):
Show this thread
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Just the most important thing that's happened all year...
...just happened
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!!!
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Fastest and Deepest 3 month #housing price decline in over 30 years...
...and more coming.
Nuff said.
H/T Ed Hyman at Isi Evercore.
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#DowJones just rallied 20% in past 6 weeks.
Can we make an all-time high, 10% away, in January?
- Yes42.3%
- No57.7%
1,218 votesFinal results
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Really awesome thread.
Wow. Luv these charts.
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A picture is worth 1000 words.
A good data visualization is priceless.
Here are 25 charts with stats that re-define the future (and blow your mind):
Show this thread
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Incredible to think..
Investors taking less risk now than at the bottom in 2008.
Felt much worse back then.
Fed's paniced overtightening as driver of fear.
Consumer demand drop coming but so is new liquidity spigot.
Time to load up on long duration higher risk assets. #BTC!
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Looks like volumes picked up markedly in past few months.
At least 2-3x the avg volume of a few months ago.
Not sure where it's coming from but maybe old #FTX clients coming back to a trusted exchange.
Silver lining of the sbf fraud.
Hats off
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Back to the #housingmarket again.
Surprise next yr will be extent of demand and price drop.
Ridiculous #Fed policy unbalanced and severe.
Could see 10s invert over 200 bps to Funds.
Tradfi policy leadership unmoored.
Relative safety in #Bitcoin and the DAE.
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Extremely high probability growth and #inflation drop a lot next yr.
#Fed mistake to overtighten.
Expect 10yrs below 3%, massively inverted curve, usd bear mkt and #Bitcoin bull.
Tradfi stuck in old system managed by 8 people at Fed.
Future is #decentralized.
#Btc at core.
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Bull markets always begin when it is darkest.
May 1942 stock mkt low...Can't imagine a worse time to be alive, 6 mo after Pearl Harbor with Europe on fire.
Mkt bottomed 3yrs BEFORE the end of the war..predicted the outcome.
It's feeling dark for #BTC.
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Lived through many financial crises beginning with ERM crisis in '92.
...only #Bitcoin #cryptocurrecy mkts could survive two Lehman moments in one yr without any govt support.
Strongest mkts I've ever seen.
Freest mkts I've ever seen.
Better stronger future being forged now.
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Generally speaking...
This is what the old guys used to call "blood in the streets."
We are now living in the point of maximum negativity and fear.
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Hold..Hold..Hold..
Tough period ahead but it's really time to see bigger picture even if it's tough. A lot has been thrown at this crypto mkt. We are closer to the end than the beginning of this bear.
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Hong Kong equity mkt nearly at 25 year lows.
Through Usd/Hkd currency peg US interest rate tightening transmitted.
Can Hkma buy equity like they did in '98?
No view on peg break, but if it broke we'd see major instability in Asia.
In '97 there was no #btc..but there is now.
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Potentially the greatest shock to the consumer in many years is coming next year.
#HousingCrisis coming.
H/T Francois Trahan
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