
Jacob King|Apr 04, 2025 23:35
One thing I really love about investing is that time settles all debates.
As everyone knows, we took the logical and contrarian approach, and we’re one of the few pages that predicted this recession.
All the critics who said I would be wrong are now silent, because I’ve been right about everything (again).
We nailed the Bitcoin call. The failed U.S. Reserve, institutional etf failures, Stablecoins, MicroStrategy Ponzi—all of it. My shorts, opened at all-time highs and publicly disclosed, are now up several million. BTC is one of the worst performing assets, down over -25% so far, and will collapse much further (over -80%).
I also nailed this stock market recession. We identified the tariff as the catalyst, and how the everything bubble was bound to burst, no matter what. Stocks have plunged, wiping several months and even years of growth.
Let me be clear: now is not the time to “buy the dip.” Many will blindly jump back in, but this recession is just starting and will take a long time to fully unfold. It won’t simply “bounce” back to all-time highs like people think.
While we will obviously have a short term bump, the new long term trend is undoubtedly bearish.
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