Joined January 2022
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Receipts. ๐งพ
When everyone was screaming $150 oil, I was looking at what happens when the war premium disappears.
WTI went from nearly $120 to $80.
Roughly a 33โ35% move lower.
Narratives change.
Price pays.
Mar 1
Shorting US Crude Oil will be the easiest trade over the next few months once war settles
NFA
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FOMC done.
Whatever just happened โ the long-term thesis for Bitcoin hasn't changed.
Debt keeps rising.
Real wages keep falling.
Fiat keeps getting diluted.
Structural. Not optional.
Keep executing the plan. ๐
#FOMC #Bitcoin #WelshBull
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SpaceX IPO debuting today.
Anthropix and OpenAI later this year.
Trillion-dollar IPOs pull liquidity out of everything.
Crypto feels it.
This is capital rotation.
Temporary.
The money doesn't disappear.
It comes back.
#Bitcoin #WelshBull
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How good is this from @elonmusk
No wonder he doesn't take shit from anyone he doesn't need your money. He stands for what's right over wrong.
Thanks for calling out all the woke bollocks
SpaceX hit $3 trillion market cap today.
This means Elon Musk made more money in the last 24 hours than Warren Buffett made in his entire lifetime.
Insane.
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FOMC day.
Kevin Warsh's first meeting as Fed Chair.
Here's what's priced in, what I think happens, and what it means for Bitcoin. ๐งต
#FOMC #Bitcoin #WelshBull
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What I'm watching for:
โ Language around 'data dependent' = dovish signal
โ Hints at pause = markets rip
โ Actual hike hawkish language = more pain ahead
Reaction matters more than the decision itself.
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Jun 15
The LMS Framework isn't a stock tip.
It's a structure.
Learn the market cycle.
Manage your allocation.
Scale into positions with conviction.
Most people fail in markets not because they're dumb.
They fail because they have no system.
๐ thewelshbull.com.au/courses
#WelshBull
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Jun 15
The Wall St Cheat Sheet doesn't predict prices.
It maps human psychology.
Every cycle โ crypto, stocks, property โ moves through the same emotional stages.
Here's where we are and what comes next. ๐งต
#Bitcoin #WelshBull
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Jun 15
The realised price right now: $53,600.
Bitcoin has NEVER bottomed in a bear market without touching that level.
We're at $62,600.
We haven't touched it yet.
Watch that number.
#Bitcoin #WelshBull #Crypto
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Jun 15
What do you do in Panic?
You don't watch every candle.
You don't check Twitter every hour.
You don't make decisions based on fear.
You execute your pre-written plan.
The plan you made before the crash hit.
Do you have one? ๐
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Jun 14
Brilliant never say die from Japan. I do question Ronald Koeman's substitutions in the second half. He tried to protect the lead and ultimately cost his side 3 points
#fifaworldcup
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Jun 14
Tomorrow.
Kevin Warsh's first FOMC meeting as Fed Chair.
Markets currently pricing:
๐ 42.7% chance of a 25bps rate HIKE
๐ 23.9% chance of a 50bps hike
One month ago 75.1% expected no change.
Something shifted.
Thread tomorrow after the decision. ๐ด
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