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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The 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% confidenceKevin Warsh cannot advance out of banking committee without Tillis vote unless Powell criminal case is dropped
80% confidencePokemon has larger IP than Marvel, DC Comics, Star Wars, and all of Disney combined
80% confidenceBitcoiners will have won when you can custody Bitcoin at Bank of America or JPMorgan
80% confidenceIf you believe in currency debasement, collectibles represent a frontier with liquidity mismatch where prices are rising
80% confidenceTrump's ego won't let him give up on tariffs even though declaring victory would benefit him politically
80% confidenceFederal Reserve could cut 100 basis points this year despite current stance
80% confidenceTourism to US is way down with 25% drop in Canadian tourism to Florida
80% confidenceMarket slump will be temporary and mild, not steep
80% confidenceBitcoin could go to $50,000 but there's price support in the low to mid-sixties
80% confidenceCurrently buying Bitcoin in the mid-sixties range
80% confidenceBitcoin is a leading indicator suggesting a roll-off in the stock market is coming
80% confidenceBitcoin will start to recover in mid-third quarter or early fourth quarter 2026
80% confidenceAll major AI platforms (ChatGPT, Anthropic Claude, Google Gemini) conclude Bitcoin will be needed as neutral currency in age of AI
80% confidenceThere will never be another Pokemon Illustrator card graded PSA 10
80% confidenceSome on Wall Street are calling recent market conditions the 'Trump Slump'
80% confidenceRepublican economic policies on regulation, crypto, banking, and finance are much better than Democrats
80% confidenceInstitutions have been good for crypto on the margin but not as deep as some pundits claim
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% 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% confidenceKen Goldin pointed out the Scaramucci family buys one significant collectible every 10 years
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% confidencePredicted Bitcoin would touch $75,000 before reaching $200,000, but it actually touched $60,000
80% confidenceThe purchase of the $16.5 million Pokemon card generated about $200 million worth of media exposure
80% confidenceMicroStrategy can hold Bitcoin regardless of stock price due to capital structure with 2-year cash fortress
80% confidenceMarkets like evenness, predictability, and stability which Trump's knee-jerk tariff policy disrupts
80% confidence
Data points we hold from this source
| Dow Jones Industrial Average · price decline | 800 points |