Bonfish

NOW.
Just now, US CPI and Core CPI data got released.
CPI came in at 2.4% vs. 2.5% expected, while Core CPI came in at 2.5% vs. 2.5% expected.
The US CPI is now at its lowest level since April 2025, right before when tariffs were imposed.
Core CPI is at its lowest level in almost 5 years, when the entire US economy was in lockdown.This means, despite the Fed's claims of inflation heating up, it's trending lower.
Meanwhile, the other aspect of the US economy is breaking.
The labor market is getting worse.
Credit card delinquencies are rising.
Corporate bankruptcies are hitting 2008 crisis levels.
This is a clear sign that the Fed has committed a huge policy mistake.The Fed has been hawkish for longer than expected, which is harming the US economy.
In 2020-21, they remained dovish longer than expected, which caused inflation to spike.
This time, the real risk is deflation, which is far worse than inflation.
With each passing day, it feels like Trump's comments around "Too Late Powell" are true.
$BTC #USECONOMY

REPORTS INDICATE AROUND $73,000,000 WORTH OF BTC HAS BEEN SOLD — AND MORE SELLING COULD FOLLOW.
WHEN THE WORLD’S LARGEST ASSET MANAGER MAKES A MOVE, THE MARKET PAYS ATTENTION.
IS THIS SIMPLE PORTFOLIO REBALANCING… OR POSITIONING FOR SOMETHING BIGGER?$BTC #Blackrock

عاجل:
فرص حدوث إغلاق حكومي أمريكي آخر بحلول 14 فبراير قد ارتفعت إلى 96%.
96% مهم لأن:
1. يمكن أن تتوقف المدفوعات الفيدرالية
2. تأخر إصدار البيانات الاقتصادية
3. تنخفض ثقة المستثمرين
4. تزيد إدراك مخاطر الائتمان
5. تعيد الأسواق تسعير التقلبات
$BTC #GovernmentShutdown

إذا استمر $74، لدينا إمكانية لتطور نموذج الرأس والكتفين المعكوس على الرسوم البيانية. إذا فشل $74 في الثبات، يمكننا إعادة اختبار الأدنى بالقرب من $64...🚨
#silver_dollar $XRP

$3.2 trillion erased in the last 60 minutes.
Why?
Because the de-dollarization narrative might be over.
Russia is considering a full pivot back to the US Dollar to secure a massive economic partnership with Trump.
Here’s the deal structure:
Energy Hegemony: A calculated bilateral lock on the global fossil fuel market.LNG Strategy: Massive capital deployment into joint natural gas infrastructure.
Resource Control: Securing offshore assets and the critical mineral supply chain.
Economic Advantage: Preferential treatment for US commercial interests.
King Dollar Returns: Russia ditches BRICS for the USD.
The global financial architecture is being dismantled and rebuilt in real-time.The next few days will be extremely volatile.

The regulatory decision by the Shanghai Futures Exchange (SHFE) to cut near-delivery hedging quotas to zero for non-members and overseas participants is a targeted move that hits the core of the "paper" silver market.

Direct Impact on J.P. Morgan and Major CME Stakeholders
Major institutional players and their largest shareholders—including Vanguard, BlackRock, and State Street, who are the dominant owners of the CME Group—are facing a new reality where their structural advantages on the COMEX are being neutralized in the East.$BTC #CHINAMANIPULATION