Postskirax in # bitcoin • 3 days ago • 1 min readThis is the trade your grandchildren will talk aboutThis is the trade your grandchildren will talk aboutkirax in # blog • 3 days ago • 1 min read| Stagflation is intensifying across US manufacturing:Stagflation is intensifying across US manufacturing: The ISM Manufacturing PMI remained steady in April at 52.7 points, the highest since August 2022. However, prices paid surged +6.3 points, to 84.6, the highest since May 2022. Prices paid have risen +25.6 points over the last 3 months, the biggest 3-month increase on record. The surge…kirax in # dollars • 4 days ago • 1 min readThe world is using more US Dollars than ever:The world is using more US Dollars than ever: Offshore US Dollar deposits held in banks outside the US are up to a record ~$14.5 trillion. This is +220% more than the ~$4.5 trillion held at the beginning of the century. By comparison, only ~$3.5 trillion worth of euros are held in offshore banks, outside the Eurozone. And, the Fed and…kirax in # blog • 4 days ago • 1 min readThe bond market is under serious pressure.The bond market is under serious pressure. The 10Y Treasury yield now exceeds the S&P 500’s earnings yield by ~90 basis points, the 2nd-largest negative spread in 24 years. Over the last 5 years, the difference in yield has dropped -680 basis points. The S&P 500 equity risk premium has been negative since mid-2024, except for a brief jump…kirax in # bitcoin • 4 days ago • 1 min readBitcoin has moved across roughly 6 orders of magnitude.If $BTC reaches $1.0M by 2034, the biggest risk is not the price you pay. It is not being there at all. Bitcoin has moved across roughly 6 orders of magnitude. The power law explains 96.1% of long-term log-price variance. That does not mean short-term moves are predictable. It means the long-term structure has been remarkably…kirax in # ai • 6 days ago • 1 min readAI is driving US economic growthAI is driving US economic growth: Investment in software and IT equipment contributed +134 basis points to Q1 2026 GDP growth of 2.0%, the largest quarterly contribution in history. This means that 67% of last quarter's economic growth was driven by AI. To put this differently, without this AI-driven tech investment, Q1 GDP growth would…kirax in # market • 6 days ago • 2 min readNobody is talking about what actually happened in the market yesterday.Nobody is talking about what actually happened in the market yesterday. $2.6 trillion in S&P 500 call options traded in a single day. One day. The highest number ever recorded in market history. The chart goes back to 1999. Nothing comes close. Here is what that means in plain English. A call option is a bet that prices go higher. When…kirax in # altcoins • 8 days ago • 1 min readThe Altcoins chart is looking so primed for a massive bullish tideThe Altcoins chart is looking so primed for a massive bullish tide The majority right now don't know what is coming for altcoinskirax in # blockchains • 8 days ago • 1 min readLATEST: Bitcoin is now the 5th Top Blockchain by Monthly Active Users (MAU) with 9.71M.LATEST: Bitcoin is now the 5th Top Blockchain by Monthly Active Users (MAU) with 9.71M. -Token Terminalkirax in # mining • 9 days ago • 1 min readMSTR has already sold enough STRC today to theoretically absorb the entire daily Bitcoin mining supply.MSTR has already sold enough STRC today to theoretically absorb the entire daily Bitcoin mining supply.kirax in # wealthy • 9 days ago • 1 min readDo NOT buy a houseDo NOT buy a house Unless you're very wealthy Rent for now Wait for a 2008 type market crash to buy ur 1st house You'll thank me later.kirax in # market • 10 days ago • 1 min readRisk appetite and Momentum are crashing upwards.Risk appetite and Momentum are crashing upwards. GS reports the highest level in its Risk Appetite Indicator (RAI) since 2021 and the first time both RAI and Momentum have been this elevated since the start of 2000. Historical data show that these levels often lead to a slowdown in equity returns. In 3 of these episodes, equities entered…kirax in # day • 10 days ago • 1 min readTHE MOST IMPORTANT DAY FOR CRYPTO IN U.S.🚨 TOMORROW IS THE MOST IMPORTANT DAY FOR CRYPTO IN U.S. The U.S. Senate Banking Committee votes on the CLARITY Act tomorrow, May 14, the first comprehensive crypto regulation bill in U.S. history. It defines which crypto assets are regulated by the SEC and which by the CFTC. Over 100 amendments have been filed and the banking lobby is…kirax in # companies • 13 days ago • 1 min readA record 115 companies in the S&P 500 now trade above a $100 billion market cap.A record 115 companies in the S&P 500 now trade above a $100 billion market cap. This figure has nearly TRIPLED since the 2020 pandemic low of 42. By comparison, 20 companies were worth over $100 billion before the 2008 Financial Crisis, and just 8 at the 2008 low. The technology sector leads with 31 firms above the $100 billion…kirax in # dollar • 13 days ago • 1 min readThe US Dollar and oil prices have never moved this closely together:The US Dollar and oil prices have never moved this closely together: The 60-day correlation between Brent crude oil prices and the Bloomberg Dollar Spot Index is up to 0.55, the highest since the index was launched in 2005. A reading above 0.50 has only occurred once before, in late-2025. This positive relationship emerged in early March…kirax in # card • 16 days ago • 1 min readCrypto Card Transaction Volume Hits Record $650m in AprilCrypto Card Transaction Volume Hits Record $650m in April The crypto card market continues its rapid expansion as users shift to direct spending without banks. Monthly volume surged to over $650 million, nearly tripling compared to the same period last year.kirax in # crypto • 16 days ago • 1 min readStable Coin Dominance 🚨Stable Coin Dominance 🚨 increases market dumps decreases market pumpskirax in # blog • 18 days ago • 1 min readFood is set to become even more expensive:Food is set to become even more expensive: World fertilizer prices have surged +44% since the start of the Iran War, to the highest since 2022. This comes as ~33% of globally traded fertilizers pass through the Strait of Hormuz, which remains effectively closed. This includes 23% of global ammonia, 34% of urea, the world's most widely…kirax in # cpi • 18 days ago • 1 min readInteresting observation between PPI and CPI.Interesting observation between PPI and CPI. PPI bottomed almost 2 years before CPI did, which may suggest that producers have been under pressure much longer than consumers. Companies likely absorbed higher costs before slowly passing them on to consumers later. Now with higher energy prices again, producers may struggle to absorb those…kirax in # stock • 20 days ago • 1 min readThe stock-bond relationship is showing a rare pattern:The stock-bond relationship is showing a rare pattern: The 2-month correlation between US equities and the 10-year Treasury yield is down to -0.70, the lowest since 1999. In other words, over the last 2 months, stocks and the 10-year Treasury yield have moved in opposite directions by the largest extent this century. At the start of…
