This is NOT a bull market. It’s a lifeboat.
Stop looking at the headline index number. It’s a market-cap weighted lie masking a silent depression in the real economy.
Remove the "Magnificent 7," and the S&P 493 is effectively flat.
Nvidia driving 20% of the gains isn't a sign of strength; it's a sign of desperation. The market breadth is thinner than it was before the dot-com crash.
Smart money isn't buying "growth." They are fleeing debasement.
Institutions are crowding into Big Tech because these companies have become sovereign entities with better balance sheets than the US Treasury.
They a

🚨 INSTITUTIONS HAVE ABANDONED CRYPTO. THE DREAM IS DEAD.
That’s what they tell you every time we get a 20% drawdown.
Zoom out and look at what they are actually doing, not what they are saying on TV.
Fact 1: Major financial institutions are launching tokenized money market funds on public blockchains.
Example: BlackRock’s BUIDL fund has already crossed billions in tokenized assets on Ethereum.
Fact 2: The total value of Real World Assets on-chain is surging, driven by institutional issuers.
Example: Franklin Templeton, Hamilton Lane and others are minting Treasury funds directly on-chain.
Fac

The biggest illusion in today’s economy is that “things are getting more expensive.”
They aren’t.
The dollar is getting weaker.
And that’s why the middle class keeps falling behind.
Since 2021, essential goods are up ~25–28% while wages lag closer to 20%. Layoffs are rising. Real purchasing power is quietly being taken from anyone who earns in dollars and saves in dollars.
Meanwhile, markets sit near all-time highs.
That’s not a contradiction — it’s the mechanism.
When the real economy breaks, policymakers always choose liquidity.
Cuts, QE, yen interventions… pick your central bank. They all d