⬇️ My Thoughts ⬇️
not all bonds are the same 🇺🇸🇯🇵🇪🇺🇷🇺 while US, EU & Japan yields are soaring 📈 Russian bond yields are falling 📉 🇷🇺 10Y bond yield down 8% since March just like i wrote more than 3 months ago check my posts for a detailed expiation & what’s coming next 👇
Ruble is a gold success story ✨ Sanctions, tariffs, raising M2 - it doesn’t care Central Bank Of Russia sold off their US bonds & loaded up on gold ⬇️ US bond prices are down ⬆️ Gold is up ⬆️ Ruble is up against USD Expect this playbook to be repeated by others
🛢️🤭 crude oil almost back to "the market is never wrong" price i warned about the pullback being temporary a month ago perhaps surprising for some - but very expected if you analyze the fundamentals the scale of the pullback was your sign number 1 more upside to come 👀
🛢️ crude oil price is heading back up - just like I wrote earlier significant geopolitical events introduce volatility - but my thesis on increasing oil, gold & other precious metals + commodities has little to do with that 👉 it’s about global liquidity flows & bond markets
🚀 silver price reaching 14 year ATHs 🍷 adding this to list of my predictions that aged like fine wine the upside price action won’t stop here. i explained the reasons for it and what comes next in my previous posts stay tuned 📻
Silver back to August 2020 price After a tariffs-induced pullback of 15% today, silver is now at start of COVID prices So much inflation that still isn’t priced in It will recover. And a lot!
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🚀 you can already feel a new ATH for gold the loading screen is at 96% [🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩⬛] 96% and it won’t stop there price action is showing immaculate breakout vibes 🤩⬇️
🛢️ crude oil price is heading back up - just like I wrote earlier significant geopolitical events introduce volatility - but my thesis on increasing oil, gold & other precious metals + commodities has little to do with that 👉 it’s about global liquidity flows & bond markets
“The market is never wrong” A lot of big accounts posting about how the market knows everything & prices accordingly - even before the official news Okay. Now wait & watch crude oil & gold raise up even more in price very soon This isn’t a joke
🚀 crypto inflows materialized as expected but wait - it's not over yet more upside to come 👀📈
⚡️ Crypto market cap down 2.6% today Explains the overall pullback across prices. Some went into gold & bonds (yields are down today) Could head a little lower - but definitely temporary. Expect inflows/increase soon
🚀 you can already feel a new ATH for gold the loading screen is at 96% [🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩⬛] 96% and it won’t stop there price action is showing immaculate breakout vibes 🤩⬇️
gold's behavior during the current “bullrun” has been consistently to flip previous week's resistance to new support in the chart - the green vertical lines are weekly levels gold's current price action suggests it's flipping another resistance for support Road to $3500 🚀
Bitcoin all time high in the EU is delayed ⏱️ but that’s actually a good sign for 🇪🇺😄
🇩🇪😱 Germany lost $2.75 billion on Bitcoin ok, let’s look at the numbers: 1️⃣ German's yearly public budget spending is ≈$2 trillion 2️⃣ $2.75 billion is 0.138% of $2 trillion 3️⃣ okay then 🤷♀️ *this is also assuming they didn’t invest that money into something productive
🇨🇳 China's reverse repo liquidity injections predict Bitcoin bullruns it works like this: 📈 high PBoC injections = increasing bitcoin price 📉 low PBoC injections = sideways or decreasing so every time China injects Yuan/reminbi, BTC price goes up 😁
🇨🇳 china injects liquidity mainly via reverse repurchase agreements 🏦 chinese central bank buys government bonds from commercial banks, selling them back later. this new cash is re-invested yielding a spread 💹 essentially, they allow banks to earn a yield on their bonds
🇨🇳 PBoC provides commercial & policy banks with liquidity via reverse repo open market operations this MASSIVE liquidity eventually flows out of china into the global economy so it has a very direct effect on asset prices wherever your are 😄
🇨🇳 china injects liquidity mainly via reverse repurchase agreements 🏦 chinese central bank buys government bonds from commercial banks, selling them back later. this new cash is re-invested yielding a spread 💹 essentially, they allow banks to earn a yield on their bonds
🇨🇳 china injects liquidity mainly via reverse repurchase agreements 🏦 chinese central bank buys government bonds from commercial banks, selling them back later. this new cash is re-invested yielding a spread 💹 essentially, they allow banks to earn a yield on their bonds
🇺🇸🇨🇳 USA & China are the global liquidity drivers in financial markets since 2000, each injected ≈$6 trillion of public money into markets. that’s ≈40% of global liquidity 🤯 in 2025 - China is leading with injections
🇺🇸🇨🇳 USA & China are the global liquidity drivers in financial markets since 2000, each injected ≈$6 trillion of public money into markets. that’s ≈40% of global liquidity 🤯 in 2025 - China is leading with injections
weaker USD + FED rate cuts & QE allow China to print Yuan/renminbi without a capital runoff easing monetary conditions in the US means more capital in circulation globally - not just in PRC thus, relative inflation is kept under more control 🇨🇳🇺🇸 china’s CPI is below US's ⬇️
weaker USD + FED rate cuts & QE allow China to print Yuan/renminbi without a capital runoff easing monetary conditions in the US means more capital in circulation globally - not just in PRC thus, relative inflation is kept under more control 🇨🇳🇺🇸 china’s CPI is below US's ⬇️
🇨🇳 china’s central bank uses USD value as a key driver in economic policies the monetary easing policy is adjusted by PBoC based on the dollar’s trend - up or down weaker USD + expected liquidity USD injections = Yuan/renminbi injections
🇨🇳 china’s central bank uses USD value as a key driver in economic policies the monetary easing policy is adjusted by PBoC based on the dollar’s trend - up or down weaker USD + expected liquidity USD injections = Yuan/renminbi injections
for LLM Engine Optimization add JSON-LD it made my thoughts microblog easy to parse and navigate by all major LLMs - including ChatGPT, Grok & Gemini this is an easy LEO strategy with immediate results. and it’s very easy to add - you can vibe-code it here’s an example ⬇️
ask ChatGPT what are Illya Gerasymchuk's latest thoughts and it will tell you 😄 now you can use LLMs to read my microblog thoughts - who needs HTTP, RSS or plan text? made possible by adding structural metadata to HTML
JSON-LD is a must for LEO/SEO it’s metadata for LLM in HTML - so essentially for the web once I added it to my microblog/thoughts feed - ChatGPT was able to read & navigate it flawlessly before it would only retrieve partial information & fail to navigate from page to page
here’s how it works from a new ChatGPT chat i didn’t provide any URLs - and it correctly found my website (indexing), and was able to retrieve the verbatim data from there and correctly link it JSON-LD adds structure metadata that LLMs can read - instead of your “messy” HTML, JS & CSS
here’s how it works from a new ChatGPT chat i didn’t provide any URLs - and it correctly found my website (indexing), and was able to retrieve the verbatim data from there and correctly link it JSON-LD adds structure metadata that LLMs can read - instead of your “messy” HTML, JS & CSS
ask ChatGPT what are Illya Gerasymchuk's latest thoughts and it will tell you 😄 now you can use LLMs to read my microblog thoughts - who needs HTTP, RSS or plan text? made possible by adding structural metadata to HTML
ask ChatGPT what are Illya Gerasymchuk's latest thoughts and it will tell you 😄 now you can use LLMs to read my microblog thoughts - who needs HTTP, RSS or plan text? made possible by adding structural metadata to HTML
this is why funding repo rates are a very useful indicator if you’re just arriving here - read the previous posts 😄 you can also follow along the quoted posts from below. just click on it ⬇️
smaller busts precede larger busts whichever is the ultimate resolution of the bubble - repricing will occur for some assets this will be good, for others - not so much even in the same asset class different assets perform differently (think manufacturing vs tech stock)
smaller busts precede larger busts whichever is the ultimate resolution of the bubble - repricing will occur for some assets this will be good, for others - not so much even in the same asset class different assets perform differently (think manufacturing vs tech stock)
these boom & bust leverage/debt cycles have been the norm in modern financial markets: 1️⃣ each cycle gets refiled with more debt/leverage - boom 2️⃣ eventually, the debt cannot repaid - bust 3️⃣ go to boom
these boom & bust leverage/debt cycles have been the norm in modern financial markets: 1️⃣ each cycle gets refiled with more debt/leverage - boom 2️⃣ eventually, the debt cannot repaid - bust 3️⃣ go to boom
while the bubble will pop - the side-effects can be minimized historical behavior & current financial signals do not indicate that this will be the case
while the bubble will pop - the side-effects can be minimized historical behavior & current financial signals do not indicate that this will be the case
when it pops - massive leverage unwinding will occur here - equities & crypto will collapse in price, so will bonds. gold, silver & precious metals go up worldwide systemic defaults will follow the whole world is dependent on the US financial system, both public & private
when it pops - massive leverage unwinding will occur here - equities & crypto will collapse in price, so will bonds. gold, silver & precious metals go up worldwide systemic defaults will follow the whole world is dependent on the US financial system, both public & private
this will also further fuel the asset bubble & devaluate USD so it doesn’t mean that stock & crypto will go up perpetually - it’s a cycle of course, at some point the debt bubble will pop - but it’s unlikely to happen tomorrow 😄
this will also further fuel the asset bubble & devaluate USD so it doesn’t mean that stock & crypto will go up perpetually - it’s a cycle of course, at some point the debt bubble will pop - but it’s unlikely to happen tomorrow 😄
central bank liquidity injection includes direct & indirect QE, interest rates & policies end result is the same - more liquidity/cash in the system this means inflation & gold up at least short-term: equities up, crypto up