← Navigating UncertaintyTrade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →
“The perception of American debt as offering risk-free return is replaced by one in which treasuries are perceived as offering return-free risk .”
@Navigating Uncertainty
US government bonds stop looking safe and start looking risky as deflation and money-printing erode confidence in Treasuries.
USBONDSHORTIDEA · NOT YET PRICED
“Governments print money in a quest to produce inflation, leading to a surge in bitcoin, gold, commodity, and real estate prices.”
@Navigating Uncertainty
Governments printing money to fight AI-driven deflation makes gold more valuable as a store of value.
GOLDLONG@ $4,347.30
$4,071.12-6.35%
since call Jan 7
“Governments print money in a quest to produce inflation, leading to a surge in bitcoin, gold, commodity, and real estate prices.”
@Navigating Uncertainty
If AI causes deflation, governments will print money to fight it, and that flood of new money pushes Bitcoin higher.
BTCLONG@ $92,057.00
$62,931.50-31.64%
since call Jan 7
“As copper emerges as the world's most strategic resource , the Great Powers shift their focus from the Middle East to the Andean region .”
@Navigating Uncertainty
Copper becomes the most fought-over resource as energy and tech demand explode, making it structurally more valuable.
COPPERLONG@ $6.37
$6.45+1.32%
since call Jan 7
peak +4.8%
TIMESTAMPS
00:00
00:00
00:00
00:00