yeah we need to make argument on why Dem sweep is acktually bullish stocks, work sellside bois harder
Dem winning followed by political gridlock is very good for stock market, caused by lower long rates
tokenization & perpetualization driven by CFTC & SEC move be stopped, which is admin's job not congress tasks
Ozark retweeted
For AI trades, the governor is more important than a senator or House representative. The governor has far more power over data center construction and can easily make permits harder to obtain or cause power delays.
iMO, a Democratic governor in Texas should lead to a bigger selloff.
Ozark retweeted
Tech sells off then rallies when people realize funding stress relief > whatever dems can do in office.
Ozark retweeted
Crypto might mark the bottom with the possible worst news, such as
- Quantum breakthrough
- Dem landslide in midterm
- Mythos hack major DeFi, even CEX
- Saylor goes under
the timeline points later this year, likely October - November
BTC sub 20k doesn't sound crazy at this point



















