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Yesterday’s tweet hit a nerve.
Let’s unpack why rate cuts might mark the top - not the beginning.
(mini-thread 🧵)

Jul 31, 2025
Unpopular opinion:
Rate cuts will mark the top
1. Markets are forward-looking.
By the time the Fed cuts, the smart money has already rotated.
The cut is just confirmation:
“It’s too late. The damage is done.”
2. History agrees:
2001: Dotcom bubble popped → Fed cut → Nasdaq still nuked
2008: Fed slashed rates → markets crashed for another year
2020: Rate cuts only helped because QE + trillions were dropped
No stimulus, no rescue.
3. Rate cuts = panic.
The Fed doesn’t cut when things are great.
They cut when:
Jobs are collapsing
Credit is seizing
Growth is dying
It’s not bullish. It’s survival mode.
4. This cycle is no different.
Cuts won’t fix broken demand.
They’ll just mark the end of the easy money era.
Markets might pump… but it’s the last gasp before reality hits.
5. The move already happened.
If you’re waiting for rate cuts to go all-in…You’re late.
Don’t be exit liquidity.
6. That being said, I'm giga bullish on everything until october
I think $BTC will reach atleast $160k before topping
We are due a big parabolic pump
And think you should position before normies are here.
Share this thread if you find it insightful
Follow @degengambleh for more redacted takes
🕊️
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