For several months I actually went to polymarket every day and observed how the future president was doing... and then


🎉 Trump WIN 🎉

And now I will tell you the macro agenda after this event. And what it means for the world in general.

Dollar up, euro down. Trump will soak Europe.

Hong Kong minus 3%. Trade war is inevitable. But, China this week, out of desperation, will announce a $1.3 trillion economic support package!!!! This should support not only their market, but the entire world economy.

Gold down, logically. The trade war is not as scary as a real third world war, so against the backdrop of a rising dollar, gold should continue to fall.

Also a possible, I repeat, possible solution to the problems with Ukraine. At the very least, funding will be cut to 0, which will quickly lead to negotiations.

Treasuries are falling. Logically. Huge fiscal measures and tax cuts along with trade wars will drive inflation and create pressure on the budget. But, the higher the yields, the higher the budget deficit, and this is a vicious cycle. Therefore, through crypto, or in some other way, they will be forced to bring down yields in the debt market. At least, Musk has constantly talked about this.

US indices are happy as there will be no tax increases. The SP500 could very well reach 6000. After that, it's unclear on what money, and trade wars are a blow to all economies and companies, everyone will lose here. So, there won't be much mega positivity for long.

And of course Bitcoin is up 8% to almost 75K. The road upwards is theoretically open here. 🤞🤞

Well, fine, here's a treat for the gamblers )))

Here's what Trump promised to do for the crypto industry:

🟢 Implement Bitcoin as a strategic reserve asset

🟢 Ban the creation of CBDCs

🟢 Fire Gary Gensler

🟢 Turn America into the crypto capital of the world

🟢 Use Bitcoin to solve the problem of US national debt

🟢 Encourage crypto innovations to create the greatest economy in history

🟢 Put an end to the illegal repression of Democrats against the crypto industry

🟢 Protect the right to mine and self-custody cryptocurrencies

🟢 Create a presidential advisory committee that will ensure the passage of laws for crypto regulation.

🟢 New rules for the crypto industry will be written by people who love, not hate, the sector.

We'll see. I haven't had such a positive mindset in a long time. On January 20, 2025, Trump will officially become president.

🤞If you want more analytics, earning activities, retro drops, and arbitrage, then Pavel Durov will tell you where to find me 😏