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Macro Hunter Mode: The News That Got Me Most Excited Right Now!
I love following macro – without the big picture we sometimes get lost in the coins. Right now there are two huge waves: the AI cycle and US stock trends. The news that’s making my heart race the most is AI infrastructure investments hitting record levels.
Reports say companies are planning to push IT spending over $6 trillion in 2026. Nvidia’s latest earnings outlook is already insane, and then you add tokenized funds and RWA integrations on top… this one straight-up screams “open a position now.” Even if AI coins correct short-term, this momentum feels like it’s here for the long haul.
How about you? Which macro news is putting you in “jump in immediately” mode? AI? Or maybe tariff worries creating a stock correction that looks like a buying opportunity? Which data point made you say “this time it’s different”? Tell me so we can keep our fingers on the pulse together – Year of the Horse is all about speed, let’s not sit still! 🌍📊