DeepSeek , a big tank, Steady BTC, DEEP DIVE FEBRUARY.
The year started off with the Trump pump. Equities flying high, and crypto climbing that bull run ladder with ease. January ended with a deepseek shock to NVIDA, and the NASDAQ. Mix AI disruption with that tariff talk and at least crypto markets seeing a 20%+ dip to start off February. Looking like a A Solid Psyop, and a Fragile Market Space.
I started writing this almost 2 weeks ago. Life changes fast, so fast I have had to recalculate the message of this write up 3-4 times. Regrouping my thoughts again and again the same conclusion is met. This market is fragile. Swings are the norm, and will continue to be through the beginning of this year; at least that is what the trends look like.
Everyone, and everything seems to be at a breaking point. Direction is what the market is begging for; but direction seems lost for now….. Or is it? Trends would say yes we are lost, but Alt life says we are undergoing the beginning of a revolution. The un-banking has begun, the tokenization, and over analyzation of markets is heading steadfast towards mainstream, and it is in short… a mind FUCK.
Folks will either get with the program or get rocked by what is to come. Gold is at all time highs, AI agents are running deep into our everyday life, and will continue to do so as AI has become somewhat unstoppable. Bitcoin is staying flat and ALT-coins are knocking on death’s door, or are they? Stocks are just as dramatic as crypto these days, and the bond market is up!
Let’s take this week to unpack all of this and see what Q1 is teeing up for the rest of 2025. Right now it looks like we could use some leadership, and it looks like we may have that happening. President Trump has promised to course correct this great nation. Lord be with him, and us as we navigate these complex, and stormy waters. This has the ingredients of A Solid Psyop, and a Fragile Market Space. Time will tell where we go from here.
