Is the music about to stop? - /biz/ (#60654441) [Archived: 316 hours ago]

Anonymous ID: bhU03qC/
7/19/2025, 12:45:12 AM No.60654441
margin call
margin call
md5: fc859cb2c79379cbc8c21c99ad2bfbd3๐Ÿ”
Replies: >>60654451 >>60654455 >>60654641 >>60654883 >>60655251 >>60655399 >>60655457 >>60655528 >>60657472 >>60657850 >>60657991 >>60658757
Anonymous ID: kLjd5dVl
7/19/2025, 12:46:20 AM No.60654451
>>60654441 (OP)
Yeah, we know its topped, you said that too in the previous 50 threads.
Anonymous ID: nDC7D3Bf
7/19/2025, 12:47:00 AM No.60654455
>>60654441 (OP)
Yes, please just sell and come back in 3 years
Replies: >>60654479
Anonymous ID: kLjd5dVl
7/19/2025, 12:50:35 AM No.60654479
>>60654455
Dont be mean! :)
Anonymous ID: Ds6WJl3p
7/19/2025, 1:01:56 AM No.60654535
image_2025-07-18_200129281
image_2025-07-18_200129281
md5: 4b2e62a7876a233a8e7009cbb6b866a2๐Ÿ”
yea bro, totally
just sell what you have haha
Replies: >>60654564 >>60654617 >>60654892 >>60654973 >>60657887 >>60657969
Anonymous ID: bhU03qC/
7/19/2025, 1:05:37 AM No.60654564
>>60654535
wtf is this?
Replies: >>60655537
Anonymous ID: Oo+HjL6k
7/19/2025, 1:14:31 AM No.60654617
>>60654535
elaboration now
Replies: >>60655537
Anonymous ID: DN2FQKI6
7/19/2025, 1:19:41 AM No.60654641
>>60654441 (OP)
Not soon but somewhat soon. I'm retarded but I had this cycle going to 120-150 and then correcting to 67 or so. Kind of in no man's land right now, not enough profits and would sudoku if I sold and missed. Holding for another 4 years isn't as bad as missing out.
Anonymous ID: 9Bgi5exj
7/19/2025, 2:11:15 AM No.60654883
>>60654441 (OP)
It just started
Anonymous ID: vpSGi34o
7/19/2025, 2:13:20 AM No.60654892
1513901518415
1513901518415
md5: 4cdb47de869758f34142357cc3b4183c๐Ÿ”
>>60654535
>he hacked the dollar printer
Anonymous ID: YnJIlwfZ
7/19/2025, 2:32:21 AM No.60654973
1557825292042
1557825292042
md5: 7854e3040368b26c1019b5fa7a018999๐Ÿ”
>>60654535
Treasury went from hood rich to payday loans and slingin fent
Anonymous ID: utFjOrDj
7/19/2025, 2:45:39 AM No.60655021
This movie sucked ass. I thought Big Short was mostly bad with some good scenes but this movie sucked ass the entire time
Replies: >>60655260 >>60659092 >>60659469
Anonymous ID: rprnpq6Z
7/19/2025, 3:34:06 AM No.60655251
>>60654441 (OP)
>I love this scene so much
Anonymous ID: 4WPk3XPa
7/19/2025, 3:36:15 AM No.60655260
1734954414528202
1734954414528202
md5: 803569111e610cf5405b54c97c3e4d37๐Ÿ”
>>60655021
Anonymous ID: L/+h8Wh2
7/19/2025, 4:12:57 AM No.60655399
>>60654441 (OP)
maybe but probably not, nothing to indicate a top. only thing that can bring us down significantly would be stocks getting obliterated. but we would eventually decouple as people realize its retarded to sell btc when stocks crash
Anonymous ID: hxtH+yE9
7/19/2025, 4:29:38 AM No.60655457
>>60654441 (OP)
no nigga look at yield curve
Replies: >>60657999 >>60658744
Anonymous ID: 38EFLAfe
7/19/2025, 4:49:01 AM No.60655528
>>60654441 (OP)
Wait for yield curve normalization
Replies: >>60657999 >>60658744
Anonymous ID: Ds6WJl3p
7/19/2025, 4:51:24 AM No.60655537
>>60654564
>>60654617
haha don't worry about it
haha...
Anonymous ID: pBlIOM7C
7/19/2025, 4:44:20 PM No.60657472
1699317491641
1699317491641
md5: 1a234d699feb485543618bd90f8db401๐Ÿ”
>>60654441 (OP)
Nah this has already happened about five times, and this time won't be any different, even the alts are starting to revive and my kokok is getting good numbers, bobos just love seeing others cry
Anonymous ID: u52uXYrn
7/19/2025, 6:38:20 PM No.60657850
bear uki, the_thumb.jpg
bear uki, the_thumb.jpg
md5: 6eded19c75723080e5c450d0dead49f6๐Ÿ”
>>60654441 (OP)
"Is the debt sustainable?"
Anonymous ID: yjRFyB1/
7/19/2025, 6:49:48 PM No.60657887
>>60654535
So they're issuing more short term bills, won't this drain liquidity out of the market?
Replies: >>60657957 >>60658794 >>60658800 >>60658873
Anonymous ID: bhU03qC/
7/19/2025, 7:04:11 PM No.60657957
>>60657887
what is the relevance of that chart?
Anonymous ID: e9A7RN9r
7/19/2025, 7:07:12 PM No.60657969
>>60654535
you should delete this wtf you posting this on 4chan
Replies: >>60657981
Anonymous ID: bhU03qC/
7/19/2025, 7:11:02 PM No.60657981
>>60657969
nigger explain!
Anonymous ID: 84Yiwqi+
7/19/2025, 7:12:57 PM No.60657991
>>60654441 (OP)
it hasn't even started
Anonymous ID: 27SkrsDz
7/19/2025, 7:14:47 PM No.60657999
>>60655457
>>60655528
Where do I see this?
Replies: >>60658744
Anonymous ID: lB5lWyzd
7/19/2025, 9:57:41 PM No.60658744
>>60655457
>>60655528
What if the yield curve has no meaning anymore due to the massive increase in short term treasurys. The way the US gov finances now is throwing could be throwing everything off.
>>60657999
>wasted digits
Google it you dumb fucking zoomer.
Replies: >>60659196
Anonymous ID: njEY0r2U
7/19/2025, 10:01:46 PM No.60658757
dancing plague
dancing plague
md5: 937d4f814a89e326f58e6da674807206๐Ÿ”
>>60654441 (OP)
THE MUSIC WILL ONLY GET LOUDER AND FASTER
Anonymous ID: 5/Bw2TTh
7/19/2025, 10:06:13 PM No.60658777
>ze curve
a lot of macrofags sold because muh curves were out of wack
meanwhile nvda up x1000000
Anonymous ID: 3CgfJNpb
7/19/2025, 10:07:23 PM No.60658781
Welcome to the crack-up boom. Hope you're not holding cash.
Anonymous ID: Ds6WJl3p
7/19/2025, 10:09:44 PM No.60658794
>>60657887
it would, if that t-bill sat on a balance sheet
but it gets used in repo markets for cash
or worse, used as leverage collat, rehypothecated infinitely
Replies: >>60658800
Anonymous ID: Ds6WJl3p
7/19/2025, 10:10:45 PM No.60658800
>>60657887
>>60658794
not to mention that the treasury is using that cash immediately to pay bills
the money has effectively been doubled
Replies: >>60659426
Anonymous ID: 38EFLAfe
7/19/2025, 10:27:41 PM No.60658873
>>60657887
They are doing YCC
Replies: >>60658895
Anonymous ID: Ds6WJl3p
7/19/2025, 10:34:40 PM No.60658895
>>60658873
the fed does yield curve control, not the treasury
Replies: >>60658922
Anonymous ID: 1j2VGUvu
7/19/2025, 10:40:33 PM No.60658918
The genius act will get stablecoin issuers to buy trillions of whatever kind of treasuries are issued. Infinite demand for dollars and treasuries has been unlocked. The melt up is engaged.
Replies: >>60658957 >>60658970
Anonymous ID: 38EFLAfe
7/19/2025, 10:41:02 PM No.60658922
IMG_2751
IMG_2751
md5: 01b550a4d81aa2312f991e78d3ca753b๐Ÿ”
>>60658895
Replies: >>60658976
Anonymous ID: BLPNafMG
7/19/2025, 10:48:55 PM No.60658957
>>60658918
So is this good for bitcoin?
Replies: >>60658984
Anonymous ID: Ds6WJl3p
7/19/2025, 10:51:12 PM No.60658970
>>60658918
they already do that
what's new is that usually those bills would have ended up in repo
now they're about to end up inside ethereum
Anonymous ID: Ds6WJl3p
7/19/2025, 10:52:55 PM No.60658976
image_2025-07-19_175245590
image_2025-07-19_175245590
md5: ef21e7dc9b91c074f9ca37feb77f4b9f๐Ÿ”
>>60658922
we're both correct it seems
Replies: >>60659682
Anonymous ID: Ds6WJl3p
7/19/2025, 10:54:53 PM No.60658984
>>60658957
it's delta neutral to bitcoin
but liquidity will explode, that does have an indirect impact
Replies: >>60659051
Anonymous ID: Molog9sp
7/19/2025, 11:10:10 PM No.60659051
>>60658984
I mean...higher liquidity will mean higher inflows into btc right?
Replies: >>60659445
Anonymous ID: IYmc95r4
7/19/2025, 11:20:03 PM No.60659092
>>60655021
The big short is one of the most reddit films ever made , read the book instead. margin call is /biz/ kino from start to finish. the only flaw is their retarded reason for the crash and how the guy finds it.
Anonymous ID: sU0eZgm1
7/19/2025, 11:45:49 PM No.60659196
>>60658744
>what if it's a new paradigm bro
kys
Replies: >>60659564
Anonymous ID: J1KsnVjj
7/20/2025, 12:47:25 AM No.60659426
>>60658800
Ponzi?
Replies: >>60659452
Anonymous ID: Ds6WJl3p
7/20/2025, 12:51:47 AM No.60659445
>>60659051
not necessarily
but true most of the time
Anonymous ID: Ds6WJl3p
7/20/2025, 12:53:26 AM No.60659452
>>60659426
unless federal spending gets contained, yes, treasury operates as a ponzi scheme, meaning that they need new loans to pay for older loans
they could just cut all spending
but it's politically easier to just get another loan and leave the bill to future generations
Anonymous ID: 02Fp+JEJ
7/20/2025, 12:59:59 AM No.60659469
>>60655021
The Big Short has too many celebrity cameos and that awkward pussy-footed tone where it can't decide whether or not to take itself seriously. Also, fourth wall breaking is cringe.
Margin call's cool dialogue, great performances, simple plot, and above all takes itself seriously.
Anonymous ID: lB5lWyzd
7/20/2025, 1:33:12 AM No.60659564
>>60659196
That's not a counter argument anon.
Anonymous ID: 38EFLAfe
7/20/2025, 1:56:42 AM No.60659682
>>60658976
They are doing YCC in the short term while the 2-30 yield curve has been normalized, but due to the tariff war, companies donโ€™t use their credit line yet.