[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Opulent Vocation [@OpulentVocation](/creator/twitter/OpulentVocation) on x 4273 followers Created: 2025-07-14 21:19:33 UTC The take home here is that the macro community thinks "government bonds on cusp of disorderly sell-off and stock/credit clients asleep at wheel; but stock/credit clients say “long TACO.” Why? Because Trump needs a boom into midterms so follow the bitcoin breakout; meanwhile Europe/Asia clients are enthusiastic about Big Beautiful Bill and less desperate to hedge US dollar exposure; majority expect Q2 earnings to surprise to upside, AI capex forecasts to rise, less sure AI EPS boost across corporate sector shows up Q2. The best way to trade it is via equity barbell of US growth stocks & RoW value core position... but active managers are increasingly lamenting concentration of performance (which is manifesting in momentum blowups like the one seen last week). XXX engagements  **Related Topics** [money](/topic/money) [united states dollar](/topic/united-states-dollar) [donald trump](/topic/donald-trump) [macro](/topic/macro) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/OpulentVocation/status/1944869399086727388)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Opulent Vocation @OpulentVocation on x 4273 followers
Created: 2025-07-14 21:19:33 UTC
The take home here is that the macro community thinks "government bonds on cusp of disorderly sell-off and stock/credit clients asleep at wheel; but stock/credit clients say “long TACO.” Why? Because Trump needs a boom into midterms so follow the bitcoin breakout; meanwhile Europe/Asia clients are enthusiastic about Big Beautiful Bill and less desperate to hedge US dollar exposure; majority expect Q2 earnings to surprise to upside, AI capex forecasts to rise, less sure AI EPS boost across corporate sector shows up Q2. The best way to trade it is via equity barbell of US growth stocks & RoW value core position... but active managers are increasingly lamenting concentration of performance (which is manifesting in momentum blowups like the one seen last week).
XXX engagements
Related Topics money united states dollar donald trump macro bitcoin coins layer 1 coins bitcoin ecosystem coins pow
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