🏛️ THE FED RISKS HIKING INTO A SLOWDOWN
@fejau_inc warns that turning aggressively hawkish as inflation potentially peaks could be a policy mistake.
“That's how you get a mistake from monetary policy.”
Ft. @alessandrorisk
🇨🇳 CHINA LEADS THE US IN ROBOTICS
@DivesTech expects Chinese companies to deploy first, while US humanoid robots move gradually from prototypes toward practical use over the next two years.
“China, when it comes to robotics, is clearly ahead of the US.”
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🏛️ MIDTERM LOSS PUSHES TRUMP TOWARD DIPLOMACY
@pedrosilva interprets Trump’s latest Iran comments as a shift away from renewed strikes after the election setback. But he remains cautious about whether it lasts.
“I think this is still fragile.”
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🏛️ DEMOCRATS WON’T STOP AI’S EXPANSION
@Hustlepedia expects AI development to continue despite potential Democratic restrictions, arguing businesses are already too invested in the technology.
“It's one of those industries that's not gonna go away.”
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🏛️DONALD TRUMP BEEDS A MARKET BOOM TO WIN BACK VOTERS
@cryptomanran says republicans comeback depends on lower living costs and a stronger economy.
“Their only hope to come back is to fix up the economy.”
🏛️ RATE HIKES WON’T FIX AN ENERGY SHORTAGE
@pedrosilva says inflation driven by an energy supply shock needs a different response from booming demand.
“Raising rates will hurt the population.”
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🏛️ SURGING ENERGY PRICES SET UP A HOT CPI WARNING
@pedrosilva expects rising oil, diesel and gasoline prices to drive a tough inflation report.
“I'm expecting really bad data for the CPI.”
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“THE DEMOCRATS ARE NOT IN POWER”
@cryptomanran argues Trump’s veto means gridlock, pushing back on fears of sweeping AI restrictions.
@robbieklages: “But they control the narrative.”
Ran: “Trump’s got the veto, so there’s gridlock.”
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🇮🇷 IRAN ESCALATION RISK AFTER TRUMP’S LOSS
@pedrosilva worries Trump could intensify the war rather than accept another setback.
“We have to be careful.”
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🇮🇷 IRAN WAR AND FUEL PRICES COST REPUBLICANS THE ELECTION
@cryptomanran argues Trump’s failure to end the Iran war kept oil prices high, hurting voters at the pump and driving them toward Democrats.
“High oil prices got people at the pumps.”
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🏛️ BROKEN PROMISES COULD KEPT TRUMP VOTERS HOME
@Scaramucci argues affordability is the biggest issue, saying tariffs and war have raised prices.
“I'm not saying they're gonna vote for the Democrats, but they just may not show up to vote.”
Ft. @alessandrorisk
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🏛️ PRESIDENTS LOSE SEATS WHEN VOTERS SEE THEIR RECORD
@cryptomanran argues incumbents face scrutiny for what they’ve actually done, while opponents can campaign on promises.
“When you are president, you've basically played all your cards.”
“There's no more hidden cards.”
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📉 POST-MIDTERM SELL-OFF COULD SEND BITCOIN TO $65K
@thelordofentry points to post-midterm selloffs since 2014 and sketches a possible 15% drop toward $65K before a rebound.
“Let's say 15% this time. Let's just see.”
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🇺🇸 RAN WARNS DEMOCRATIC WINS COULD BRING MORE CRYPTO SCRUTINY
@cryptomanran argues Trump’s crypto ties could make the sector a bigger target if Democrats take Congress, adding urgency to passing the Clarity Act.
“The Democrats are going to go for crypto.”
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🏛️ RO KHANNA CALLS TO CUT FUNDING FOR FURTHER IRAN WAR ACTIONS
@cryptomanran links oil’s volatility to the election and debate over war funding, highlighting Khanna’s position:
“The House and the Senate should stop the funding for any further actions in the Iran war.”
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🇺🇸 72% CHANCE DEMOCRATS WIN BOTH HOUSE AND SENATE
@cryptomanran sees a potential trading opportunity before the midterms, citing odds favoring Democrats taking both chambers.
He acknowledges the short-term risk:
“It is a bit of a gamble, I won't lie to you.”
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🏛️ DEMOCRATS MOVE TO BLOCK AI BAILOUTS
@DowdEdward says Democrats are pushing legislation to block AI bailouts, challenging investors who see the sector as too big to fail.
“I don't think the Fed's gonna bail out any tech stocks, any tech companies.”
Ft. @alessandrorisk
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🇮🇷 IRAN FEARS COULD TURN INTO A RELIEF RALLY
@kyledoops weighs post-election escalation fears against a rally if Carlson’s prediction of a strike proves wrong.
“Tucker Carlson is completely wrong, and then the markets pump off of that.”
🏛️ ENDING THE WAR WOULD PUT RATE CUTS BACK ON THE TABLE.
@cryptomanran cites a model built with Claude estimating CPI at 2.2% without the war. He argues that resolving the conflict would shift the conversation from rate hikes toward cuts.
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