The Everything Code suggests that over time the NDX has a 97% correlation with GMI Total Global Liquidity. Total Liquidity is at all time highs. NDX is following. We have been long tech stocks in GMI (and RV Pro) since Dec 2022 when liquidity bottomed. Crypto has digested the lagged effect of the US shutdown and liquidity crunch and should follow suit and head back to new highs as the business cycle improves and the Iran war fades. This has been a nasty mid cycle correction in my view and as marginal liquidity was withdrawn it got hit hard but as it comes back, it should accelerate. Let's see but nothing in my framework has changed. That led me to keep adding into weakness. Once we hit over 1 standard deviation overbought on the log trend, that'll be the time to take lifestyle chips off. I didn't before because it didn't get to that zone so I added on weakness instead. Good luck. Let's see...

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Didier G · Mar 24, 2026 · 11:10 AM UTC

Didier G

@_d146tMar 24

Zcash ($ZEC) Has Something Bitcoin Does Not grayscale.com/the-stack/zcas…

The Stack

grayscale.com

Didier G · Mar 24, 2026 · 10:45 AM UTC

Didier G

@_d146tMar 24

definitely not a bad list

Arthur Hayes

@CryptoHayesFeb 23

My portfolio right now. Stonks - gold silver copper uranium miners, oil majors, merchants of death, LatAM energy names Crypto - $BTC, $ETH, $ZEC, $HYPE And physical gold. Watchu got fam?

Chamath Palihapitiya · Mar 13, 2024 · 3:23 PM UTC

Didier G retweeted

Chamath Palihapitiya

@chamath13 Mar 2024

This is 💯.

This quoted post is unavailable.

Try viewing anyway · View on X

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svendo · Oct 16, 2023 · 7:46 PM UTC

Didier G retweeted

svendo

@laepple16 Oct 2023

Milan Kundera, author of The Unbearable Lightness of Being, has said that “The stupidity of people comes from having an answer for everything. The wisdom of the novel comes from having a question for everything.”

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Didier G · Aug 21, 2023 · 7:02 AM UTC

Didier G

@_d146t21 Aug 2023

this one will go as one of the best, most dramatic best of 3 match in history..all of that played in sauna-like conditions. Can't wait to have more of this rivalry 🎾 #alcaraz #djoko #CincyTennis

Tennis TV

@TennisTV21 Aug 2023

Carlos Alcaraz. Novak Djokovic. One of the best sets you'll EVER see. Enjoy... #CincyTennis

Djokovic vs Alcaraz MINDBLOWING Third Set in Cincinnati

Watch live ATP tennis streams and highlights on Tennis TV

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Didier G · May 9, 2023 · 8:19 PM UTC

Didier G

@_d146t9 May 2023

what's a memory but a dream that we live through #aiart

Paul Trillo@paultrillo2 May 2023

“Thank You For Not Answering” short film written by me and “co-directed” with @runwayml #gen2. Made from images+text 2 video. While it’s not quite reality, it presents us with an entirely new aesthetic. There is beauty in the imperfections. #aiart #AI #aivideo #filmmaking

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Didier G · Apr 2, 2023 · 10:20 PM UTC

Didier G

@_d146t2 Apr 2023

I think that was one of the most incredible cycling performance ever! Hats-off @TamauPogi!! 🎩🍟 What a race and what a fight between him and #MVDP 🎇 #RVV2023 #legends

Mihai Simion

@faustocoppi602 Apr 2023

The legendary attack of Tadej Pogacar on Kwaremont was one of the most savage I've ever seen. 🚀 Not even MVDP on his terrain (steep, cobbled hill) could do anything about it. Check how Pogi's back wheel slipped due to all that power! 📽️ @victfres #RVV23

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Didier G · Apr 1, 2023 · 6:54 PM UTC

Didier G

@_d146t1 Apr 2023

Welcome to the #hypersonic #tennis era? No kidding #alcaraz and #sinner have been playing the most entertaining tennis in the past 12 months...that's how fast you (almost) "forget" about the big3. Looking forward to M🎾RE of this! #tennis #newera

Tennis TV

@TennisTV31 Mar 2023

OUT. OF. THIS. WORLD. 🤯 @janniksin @carlosalcaraz #MiamiOpen

J · Sep 30, 2022 · 11:14 PM UTC

Didier G retweeted

J@JustinB9007214530 Sep 2022

Replying to @yedeyEsp @TuurDemeester

theguardian.com/news/audio/2…

Credit Suisse: a bank for dictators, drug lords and criminals

A leak of data from Credit Suisse has shown how it provided services to known criminals and fraudsters for decades. It’s the latest huge scandal to hit the Swiss bank, say investigative reporters...

theguardian.com

Didier G · Sep 8, 2022 · 7:36 AM UTC

Didier G

@_d146t8 Sep 2022

legendary! cosmic tennis 2.0 🎾 present and future of tennis #USOpen

US Open Tennis

@usopen8 Sep 2022

CARLOS ALCARAZ WINS ONE OF THE MOST INCREDIBLE MATCHES IN TENNIS HISTORY

Didier G · Jun 30, 2022 · 10:46 AM UTC

Didier G

@_d146t30 Jun 2022

"what the fuck #France?" moment🤦

Alexander Stahel 🌻

@BurggrabenH22 Jun 2022

France runs its nuclear capacity at 47% due to a series of maintenance issues. The table below lists EDF reactors that are out of service, their capacity in megawatts, when they halted, the expected return date if known, and details of the latest changes. Tight ship…! #France

Image from Alexander Stahel 🌻 (@BurggrabenH)

Didier G · Jun 25, 2022 · 11:16 AM UTC

Didier G

@_d146t25 Jun 2022

#TheDailyStoic is a must-read 📖

Didier G · Jun 22, 2022 · 8:37 AM UTC

Didier G

@_d146t22 Jun 2022

clairvoyant. of the best follow on twitter

Josh Wolfe

@wolfejosh21 Jun 2022

As WARNED 3.5 years ago… NOW—German “environmentalists” (the real threat to actual environment) politicall forced the shut down of stable ‘elemental power’ (fka nuclear)—handed Putin the leverage he sought––and now laughably have to restart…COAL! utter idiots.

Tascha · Jun 9, 2022 · 5:12 AM UTC

Didier G retweeted

Tascha

@TaschaLabs9 Jun 2022

The idea of “ownership” is absurd as humans are mortal. You ultimately own nothing & take nothing with you. Wealth is a temporary illusion. The gaining & losing of it is a game we play. Pretending it’s real is the fun part.

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