IRFAN ABID BUKHARI

This is the silence before the BOOOOOOM.

Most people think retail will NEVER return.

But they don’t understand how this market works.

Once institutions finish loading…

once they start pushing Bitcoin hard…

once BTC does a +40% candle out of nowhere…

Retail will come back INSTANTLY.

They always chase hype.
They always chase green candles.
They always buy late.

We’re not waiting for retail.

We’re waiting for the big players to fill their bags.

And they’re doing it quietly right now.

When they finally hit the switch…

Bitcoin will explode…
Altcoins will start 10x… 20x… 50x…

The whole market will wake up in minutes.
This isn’t the end.
This is the calm before the chaos.

The market doesn’t slow down for comfort.

It rewards those who move early and think fast.

Comfort is the enemy of wealth.

You can sleep later.

This is the time to grind.

Opportunities like this won’t come again.

We are about to make stupid amounts of money.

Like this tweet, and I’ll post my list of coins I’m looking at.

Many people will regret not following me.

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BITCOIN VS GOLD

- Gold rallied first in 2016 → Bitcoin followed months later (+30x into 2017)
- Gold rallied again in 2019 → Bitcoin followed into 2020–21
- In 2025, gold surged to new highs while Bitcoin lagged
- Since 2020, BTC–gold correlation: 0.14

Historically, gold has led.

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Breaking: Russia is considering moving back to the US Dollar as part of a wide-ranging economic partnership with Trump Per Bloomberg

The potential partnership:

🔴 US and Russia working together on fossil fuels
🔴 Joint investments in natural gas
🔴 Offshore oil and critical raw material partnerships
🔴 Windfalls for US companies
🔴 Russia’s return to the USD settlement system.

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🚨 RUSSIA DIDN’T LOSE BUYERS.

IT CHANGED THEM.

What happened?

• Sanctions reshaped flows
• Discounts redirected barrels
• Asia absorbed volume
• Europe rerouted to LNG + US crude

Russia didn’t disappear from the market.
It pivoted East.

If this persists:

• Asia locks long-term discounts
• Europe pays structural premium
• Trade routes harden
• Energy blocs solidify

Oil flows follow politics and politics now follows oil.

#oott #Russia

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Wall Street expects a cooler month for headline inflation but a hotter month for core in January

Headline CPI: 0.26% m/m, 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December)

Core CPI: 0.34% m/m, 2.5% y/y (core m/m accelerating from 0.24% in Dec, but y/y ticking down from 2.6%)

Worth noting the atypically wide range on core CPI forecasts (from 0.25 to 0.42), suggesting more uncertainty about turn-of-the-year effects, with tariff passthru adding another layer of fog.

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G7 vs BRICS GDP Comparison

G7 = $51.45T
1. 🇨🇦 Canada - $2.3T
2. 🇮🇹 Italy - $2.5T
3. 🇫🇷 France - $3.3T
4. 🇬🇧 UK - $3.7T
5. 🇯🇵 Japan - $4.4T
6. 🇩🇪 Germany - $4.9T
7. 🇺🇸 USA - $30.3T

BRICS = 31.86T
1. 🇮🇩 Indonesia - $1.5T
2. 🇷🇺 Russia - $2.2T
3. 🇧🇷 Brazil - $2.3T
4. 🇮🇳 India - $4.3T
5. 🇨🇳 China - $19.5T

( 6. 🇮🇷 Iran
7. 🇿🇦 South Africa
8. 🇦🇪 UAE
9. 🇪🇬 Egypt
10. 🇪🇹 Ethiopia) = $2.1T

Source: IMF

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#USIranStandoff
Iran will view the deployment of a second American aircraft carrier to the Middle East as an "unequivocal step towards war", stressing that this would undermine the current negotiation process.
Iran will not tolerate an increase in military threats during negotiations and will perceive such actions as a sign of bad faith and a lack of sincere intentions on the part of the USA.

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Europe’s largest asset manager plans to reduce US exposure

- $2.4T AUM
- Diversifying away from the US over the last 12 month
- Will continue to do so
- Part of a broader move by global asset managers

The reasons:

- Significant FX volatility
- Unpredictable US policy

For the US, this is existential.

Selling pressure on US equities and USTs raises funding costs while weaker markets reduce tax revenues, worsening an already large deficit.

Expect more aggressive measures from Trump and higher volatility.

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⚠️BREAKING:

*U.S. JANUARY EXISTING HOME SALES TUMBLE -8.4% TO 3.91 MILLION; EST. 4.16M; PREV. 4.27M

*LOWEST SINCE SEPTEMBER 2024

🇺🇸 🇺🇸

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This is the most important gold chart.

Gold/SP moves in a large trading range. Each cycle within that range takes roughly ~1 decade from peak to bottom. The seizure of Russian assets marked the current cycle top ~4 years ago.

Assuming current S&P levels hold, to reach:

- The 2008 low, gold would need to trade at ~$8,300/oz
- The 1979 low, gold would need to trade at ~$40,000/oz

Interestingly, if you had gone all-in on gold in the late 1960s, you would have outperformed the S&P for over 6 decades.

The current gold cycle has just begun and has further room to run.

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🚨 Margin debt reaches a record $1.23 trillion.

It is now higher than at the peak of the 2000 dot-com bubble.

Margin peaks usually precede significant market corrections. Will it be different this time?

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January added 130,000 jobs, exceeding expectations.

That was the headline, but what’s under the hood is that the BLS re-benchmarked for March 2025 employment down by 898,000.

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Do you want to know which is the💰 company Who owns 25% of the pipeline behind the decade's top 2 energy ⚡️demand themes?

→ US LNG exports (67% growth by 2030)
→ AI power demand (163% increase in Texas data centers)

If you want to know why is a great investment have a look here👇
themerchantsnews.substack.com/p/1-company-ow…

#oott #LNG #AI #DataCenters

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Big Tech and their lobbyist have bought exemptions from Trump’s tariffs.

Meanwhile, the small fries are getting FRIED.

TRUMP’S TARIFFS = THE BIG GUYS CAN ALWAYS BUY AN EXEMPTION.

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The truth about millionaires in America:

-Half have less than $2M in net worth (and less than $340k in liquid assets).
-Most are NOT business owners.
-Almost all are house/401k rich but cash poor.

Is this what you expected?

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🇬🇧 The UK has now produced nearly 50 FinTech unicorns 🦄

The list covers neobanks, payments infrastructure, insurance, wealth, lending, and crypto, showing that nearly every layer of financial services in the UK has produced at least one $1B+ challenger.

Most UK FinTech unicorns are still privately held.

A few have gone public (like Wise or Admiral), and some have already been acquired (such as Preqin or esure).

NOTE: Technically, once companies go public or get acquired they’re no longer “real” unicorns, but it’s still a very cool and insightful list, made by Multiples, that’s definitely worth sharing 👇

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#USJobsData📉
🚨🇺🇸 U.S. JOBLESS CLAIMS UPDATE

Initial jobless claims totaled 227,000, above the 222,000 forecast.

Analysts say claims remain within a historically healthy range, with recent volatility partly tied to severe late-January winter storms.

This follows January’s jobs report showing 130,000 jobs added and unemployment easing to 4.3%, signaling a labor market that remains broadly stable.

CME FedWatch data now shows an 94.1% probability the Fed holds rates steady at the March 18 meeting.

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By sanctioning Russian gas exports to Europe, the US created a void. Now the US fills the void by exporting expensive gas to Europe.

The US now supplies 60% of EU LNG.

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