Moonbags Markets
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This scenario is quite unlikely but like previous examples, there will be tons of capital flight and people trying to escape war. I think this is probably the most unpredictable scenario and thus would be hardest to factor in.
7) Other unknowns:
Every single asset class is affected by unknown unknowns. This is called a wall of worry and it is always climbed.
Summary:
The elections will only matter for a little while after Election day and leading up to it, afterwards should get a correction before it pumps hard due to various reasons. Overall it will be a wash over a multi-year period no matter who wins.
The only 2 scenarios where I think would inherently be sustained bearishness is a major recession and World War 3 anything other will be bullish overall. But tbf in those 2 situations I don't think crypto prices will be the biggest issues lol.
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Been working on this one for a few days. Probably missed the best time to post it but it ended up getting getting erased by accident so i had to slowly retype it. Enjoy.
I know alot of you are hurting and upset rn over the market being so weak and bloody. There is also alot of long winded nonsense on ct saying its over and long time bulls turning bearish. I am about to rip the bandaid off this nonsense and give you a major zoomed out view about your fears and anxieties on the scenarios at hand and why maintaining positivity while staying in tuned with the market is the way to go. This is the pep talk you didn't know you needed.
Here are some of the scenarios that have a possibility of happening in the next year that I will do a short walkthrough of:
1) Trump wins election:
BTC reserve and major support for crypto giga pump and sustained bullishness. This will kick off state level game theory in crypto which means countries will try to out compete each other in gathering crypto assets and other hard assets and foster processes which gets more crypto innovation. Note this will happen eventually no matter who the leadership is eventually.
In this scenario, expect an initial pump then a minor sell the news event after he gets elected before a major parabolic pump going into Q1 2025 followed by a big correction and hangover until probably 2026.
2) Kamala wins election:
I have thought long and hard about this one. I first initially believed that this would be bearish like 99% of people out there but after carefully taking into account human reflexivity I have take a hard 180 stance turn on this one.
It really comes down to this; If Kamala is elected, communists are coming for your bank accounts and control of your money. Period.
Their policies will almost immediately backfire and cause immense harm to the system. This will cause capital controls and eventually capital flight as they flail to try to control the damage they are doing to the market. They will even go as far to try to ban crypto but will fail. Its proven time and again that it will be unsuccessful even by the most authoritative regimes in history and eventual reinstatement.
Imo people don't realize it yet but this scenario is probably the most bullish scenario for BTC specifically but not in a good way lol.
Ofc it will first have a tantrum dump at first but people will slowly realize and begin actually rawdog buying out of fear of things like capital controls, extremist government decisions, hyperinflationary policies and other Marxist level actions that lead to escaping into hard assets.
This regime would actually give immense legitimacy to bitcoin as a very viable alternative to a failing system.
3) Monkeypox pandemic:
Read up on this, there is a decent chance of this happening as the new strain of monkeypox can be transferred thru close contact kinda like chicken pox. Very possible this will play into the election meddling process. This could potentially lead to shutdowns and another several years of complete resets if it is uncontained.
In this type of scenario, expect an echo of 2020 to 21, fed forced to cut rates hard and printing trillions to save economy. Would lead to near term and short term downside before a mega pump. I do not think the probability of this is that high but something to be mindful of.
4) Recession:
Down before eventual up, kinda similar to Covid but in slower motion. This will lead to endless printing as well. Probably only scenario which would lead to major sustained downside but would lead to a massive pump after as the world will be forced to print ungodly amounts of money. I put the probability of this at around 33%.
5) Soft landing:
This is obviously good lol. We would steadily pump like a super cycle in this scenario as a steady and solid economy generally has good inflows. A 25 bps rate cut in Sep likely would somewhat entail this, any higher would be a sign that it won't be a soft landing. I think this also has a decent chance of happening.
6) World War 3:
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Repost from Watcher Guru
JUST IN: 🇦🇪 Dubai officially approves Bitcoin & crypto for salary payments.
@WatcherGuru
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Repost from Tree News
Binance Restarts India Business After Getting Local Registration: Bloomberg
现已上线!2025 年 Telegram 研究 — 年度关键洞察 
