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LondonCryptoClub
2 friends. Combined 44 years experience in central bank / macro sales and trading. Helping you navigate crypto. Check out our free newsletter, link below.
This was a great interview with @fundstrat well worth a watch
Well played @natbrunell 👏
Tom Lee is a favourite of ours
Articulates macro and markets so well and like anyone who’s the best in their field, makes it look and sound easy
The investment opportunity for Bitcoin and ETH remains one of the best macro opportunities over the next decade 💥

Natalie Brunell ⚡️20 tuntia sitten
My brand new interview with Tom Lee @fundstrat
We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more.
Let us know what you think in the comments below.
Timecodes:
00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?
6,94K
Nothing stops this train!
Honestly, if you’re in the UK right now and don’t hold a chunk of wealth in Bitcoin, we’re not sure you understand the risks you are taking

Peter McCormack 🏴☠️🇬🇧🇮🇪7 tuntia sitten
Reeves now has a £50bn black hole.
4,67K
Stagflationary mix on the ISM knocking risk here
Services employment contracting, new orders and activity barely expanding, prices rising
Stagflation of course is the most toxic combination for risk IF it prevents the Fed being able to cut rates to cushion slowing growth
Given still high real rates, this not really a concern here
Rising risks to growth and employment will be sufficient for the Fed to cut in September
BTFD

zerohedge5.8. klo 22.00
ISM Services 50.1, Exp. 51.5
ISM Prices Paid 69.9, Exp. 66.5
ISM Employment 46.4, Last 47.2
ISM New Orders 50.3, Last 51.3
5,03K
Stay updated on the latest in AI—follow our sister account for real-time news and insights.👇

London AI Club5.8. klo 01.51
Apple is reportedly working on a ChatGPT rival.
A new team—“Answers, Knowledge, and Information” (AKI)—is building an AI-powered answer engine to deliver direct results from the web, not just links. It’s Apple’s shot at a smarter Siri, Spotlight, and maybe even a standalone app.
3,46K
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