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Stop Watching news - Start Making it.

WTI Crude broke $95 a barrel this week. That number alone should give any strategist pause. When I saw Michael Hartnett's note from BofA floating around, connecting high oil prices and stress in private credit to 2008, it wasn't just another headline. It was a direct hit on two of the market's biggest blind spots right now. Everyone's chasing the l...

I saw the numbers this morning while checking funding rates before the New York open. Fidelity: 2-5% Bitcoin allocation. JPMorgan: a measly 0.5-1%. I actually laughed out loud. For eight years, I've had my dual-monitor setup—TradingView on the left, Glassnode on the right—and I've learned one thing: traditional finance models are utterly, fundament...