J. Fong
@jfhksar88
Long duration assets / momentum growth plays are out of favor. Value / real assets such as commodities are in favor. Bitcoin is a high-beta speculative momentum play. It performs exceptionally well during risk-on rallies, particularly when accompanied by low inflation and…
Copper up +47% YTD. Bitcoin +26% YTD. Actual commodities / real assets > pixelated pixie dust.
I was told $MSTR would be next. Oh well…
JUST IN: 🇺🇸 Payments Giant Block to officially join the S&P 500 today. They hold 8,584 bitcoin on their balance sheet 🚀
Someone explain to Pomp how tariffs work…
The United States just announced a new trade deal with Japan. Japan will invest $550 billion in America and they will also pay a reciprocal tariff of 15% to the US. Crazy.
Imagine believing this drivel. Incredible…
We’re approaching the generational wealth zone. Bitcoin.
ZYN USA: Weaker than expected Shipment volume increased by 40+% to 190Mn cans. Below the 200Mn cans expected. Re-stocking completed ahead of plan (i.e. offtake growth weaker than expected) Offtake growth: 26% in Q2 2025 and 36% in June 2025 $pm -3.8% pre-market