Not to be a doomer but not sure if now is the best time to add trillions of dollars in fresh equity supply for the market to absorb
@WClemente
Reduced more btc & pressed oil harder, turning into one of best trades ever for me personally. Managing risk accordingly NFA
10/23/2026 14:05
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@WClemente
Surely peace agreement #1,000 is the real one exactly two weeks before mid terms
10/20/2026 14:48
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@WClemente
*trying not to tweet about btc relative strength to equities*
10/20/2026 14:27
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@WClemente
Do or die spot here for the most important commodity in the world & input to the cost of almost everything
Trump might try to pull something out into midterms (not sure what that could be at this point), but this is about as clean of a "cup and hand...
10/20/2026 14:00
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@WClemente
Next 12-24 months(?): AI unwind triggers some form of Fed backstop -> BTC shoots to 100k+ -> Incentivize to mine again -> some AI DCs pivot to BTC mining -> production cost rises amidst de-globalization & monetization of energy -> BTC becomes solidif...
10/19/2026 16:20
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@WClemente
Growth slowdown expectations from AI concerns bringing down the long end paired with sticky inflation from geopolitics = real rates coming down.
Positive on a relative basis for BTC and Gold. Won’t be immune to risk off vol event, but nice to see B...
10/16/2026 19:34
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@WClemente
Elon just had a car do a kick flip off a ramp and turbo boost the landing then rip 0-60 in 0.8 seconds and you’re blackpilling??
10/16/2026 01:32
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@WClemente
No where safe to hide anymore
> Software at risk of being disrupted by AI
> AI at risk of getting commoditized
> Gold at risk of being discovered on asteroids in Space
> Bitcoin at risk from quantum
> Quantum computers at risk of being blown up
> Ca...
10/15/2026 19:20
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@WClemente
Bitcoin has held up quite well (both outright & on a relative basis) in the face of AI fears, Asia session puking, Ukraine/Middle East showing signs of potential escalation, quantum concerns, even a plague.
Doesn’t mean it goes up tomorrow, but...
10/15/2026 16:39
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@WClemente
Continue to feel bullish on religion as AI proliferates along with the deterioration of the post WWII social construct. With the ease of dopamine that young people face on a daily basis between gambling, social media, explicit content, etc, religion ...
10/15/2026 15:39
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