Fiat is crumbling. Grift is thriving.
The global bond market is breaking and the only trade that makes sense is betting on the endgame.
Takeaways from our latest roundup! ↓
@agnostoxxx @Tyler_Neville_
@qthomp @fejau_inc
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc We’re living in the Golden Age of Grift
🔸 Shrub’s “GAG” portfolio thrives on upside with minimal downside
🔸 Assets connected to government grift are outperforming (shocking, I know)
🔸 It’s not a joke—grift has become an asset class
Grift arbitrage is the new alpha.
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Bonds are broken—and everyone knows it
🔸 Global fiscal dominance has killed real yield
🔸 Institutions are trapped holding long-term debt that won’t pay
🔸 Retail is fleeing, while boomers sleepwalk into losses
The great rotation out of bonds
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Japan could trigger global volatility
🔸 BOJ is the hidden volatility catalyst
🔸 Elections + yield shifts = potential August surprise
🔸 A repeat of last summer’s chaos isn’t far-fetched
Watch Japan—again.
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Powell’s job is now a market risk
🔸 Trump’s trial balloon to fire Powell spooked markets
🔸 Stocks, bonds, and the dollar all dropped—fast
🔸 The Fed’s perceived independence is hanging by a thread
Don’t go full Erdogan.
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Hedge the summer. Seriously.
🔸 Shrub: Buy downside protection while it’s cheap
🔸 VIX is low despite known risks ahead
🔸 Tariffs, BOJ moves, August seasonality—all looming
Blood sacrifice now, attendees later.
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Crypto is becoming one of the few rational trades
🔸 Bitcoin & ETH are picking up the yield baton
🔸 Fiat is inflating, bonds are toast
🔸 Institutions will eventually follow retail into sounder money
This is the crypto endgame.
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Bitcoin balance sheets could re-rate like banks
🔸 MicroStrategy could evolve into a BTC-native lender
🔸 ROEs skyrocket with Bitcoin-backed leverage
🔸 Trading at 3–5x book value (like a bank) might be justified
Forget ETFs. Own operating balance sheets.
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Key Takeaways:
➤ Bonds are dead in a world of fiscal dominance
➤ GAG is real—grift-connected assets are outperforming
➤ The Fed is politicized, and markets are fragile
➤ Crypto may be the only path to real yield
➤ Hedge now or get caught in the August chop
@agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Check out the full episode & more below! ↓
➤ YouTube 🎥:
➤ Apple🎙️:
➤ Spotify🎙️:
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