BAICedIn @BAICed_In

The $REKT thesis explained: - What brand coins are & why they are valuable - Their roots in traditional finance - Why Rekt is one of crypto’s strongest brand - Multi-billion dollar growth of functional drinks - Energy launch + retail rollout Q4 2025

taking things up another level. $REKT

Rekt Drinks @rektdrinks

9 months ago

Introducing Rekt Energy. Coming Soon.

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@osf_rekt Congrats @osf_rekt and the @rektdrinks team. 🥳Proud 💎🎾🎾shareholder. Onto the next milestone 👊

we've sold over a million drinks in under a year all d2c from our website. we have some BIG numbers under our belt now that we are continuing to present to the traditional beverage industry. when the trad distro switch turns on, this number is going a lot higher. $REKT

Rekt Drinks @rektdrinks

9 months ago

Today Rekt Drinks passed 1 MILLION drinks sold in under 11 months.

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Moon Crush is LIVE NOW!

Rekt Drinks @rektdrinks

9 months ago

Moon Crush is LIVE! Exclusively on rekt.com.

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All eyes on $SUI 👀

Raoul Pal @RaoulGMI

9 months ago

Looks like its going to be Go Time for Sui...

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Wanted to share a few thoughts tonight... This is from the September 11th MIT publication that dropped on @RealVision: For starters, unemployment keeps grinding higher, exactly as our lead indicators and GMI/MIT work flagged back in Q1.  That keeps the Fed engaged and is why, as I noted in last week’s video update, the market has started pricing in a higher probability of cuts at the September, October, and December meetings... US unemployment is now at 4.3%, right on the Fed’s low estimate for 2025 (chart 1).  If it drifts toward 4.5% or 4.6%, as our lead indicators suggest, that’s a green light for more cuts into 2026, even though there are early signs the employment cycle has already turned up. More on that in a moment... At the same time, unemployment breadth peaked over a year ago and continued to fall in August (chart 2). Quantitatively, this is a good sign. The index rises into recession, it doesn’t fall… We peaked last June at 92%, but it has since dropped to 62% of US states reporting a year-on-year rise in unemployment. Now, take a look at this next chart...   This index tracks weekly overtime hours in the most cyclical parts of the US economy, with data back to the 1950s (chart 3).  Every recession has come when it rolls over toward the -2 standard deviation level, and we are nowhere near that. Additionally, the August data showed a further pick-up in overtime hours, which, as I have been highlighting in these reports, is much more consistent with an early-cycle economy trying to build momentum than anything else... This is exactly why S&P earnings revisions keep exploding higher, just as we’ve been expecting (chart 4).   The Fed is cutting rates right as the business cycle is turning up. That’s hugely bullish for risk assets. These aren’t late-cycle recession cuts. They’re early-cycle insurance cuts... two very different things.   The end of The Waiting Room is near...

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Looks like its going to be Go Time for Sui...

BIG DAY

@RealVision @RaoulGMI @crossbordercap Pay attention, people! Another great watch/listen. Thanks for the wisdom, Raoul @RaoulGMI and Mike @crossboardercap

💸 34 months into the liquidity cycle—what comes next? @RaoulGMI ft Michael Howell, CEO of @crossbordercap Massive debt refinancing and plunging tech cash flows could reshape financial markets by 2026.

@RealVision @RaoulGMI @BittelJulien Always a great listen, Gents. What people don't appreciate is the added value of the MIT report and your monthly roundups on the @RealVision platform, and infinite value behind the paywall from @Jamie1Coutts @AndreasSteno and the rest of the world-class 🫡👊

Time for institutional-level insights that pay for themselves 🧠 Shooting the Shit (Round 12) between @RaoulGMI and @BittelJulien will give you calm in the midst of CT's noise and a 50,000 ft view about: Market Cycles and Patterns: Emphasis on the cyclical nature of markets. Identification of patterns such as inverse head and shoulders and consolidation within rising channels in crypto asset charts. Cryptocurrency Dynamics: Discussion on how specific cryptocurrencies like $DOGE and $SOL have historically outperformed $BTC over different cycles. The projection of future market phases where altcoins may outperform #Bitcoin due to more extensive use cases beyond just a store of value. Macro Implications: The interaction between employment rates, financial conditions, and market conditions. Insights on the impact of monetary policy and the Federal Reserve's decisions on asset prices and liquidity. Long-term Trends: Analysis of the dollar index and its correlation with financial conditions and asset prices. Predictions on how demographic trends and technological adoption will shape market dynamics over the next decade. Framework and Strategies: The importance of understanding lead-lag relationships in market indicators and using them for strategic investment decisions. Focus on long-term frameworks rather than short-term market noise, and overall... Don't Fuck This Up!!

You can't help but stare at this chart... Total market cap ex BTC and ETH.

INTRODUCING MOON CRUSH the official drink of MoonPay, created by @rektdrinks p.s. the flavor is peach raspberry and it tastes fantastic

Rekt Drinks @rektdrinks

10 months ago

Introducing Moon Crush, the official collab drink of Rekt x @Moonpay. Earn Rekt DRANK Points with every case purchased. Wen? Soon. Read on for more details 👇

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@osf_rekt @rektdrinks Get in @osf_rekt @rektdrinks RWD 🫡

Do not be mistaken, next year gonna be even bigger than this one for @rektdrinks. $REKT

@Tyler_Did_It Looking forward to topping up the fridge with this new @rektdrinks flavour, but more stoked to see us crack $1m cans in 12 months, beating #Redbull, @osf_rekt what a champion 🫡👊

Most important Rekt Drink sale of the year incoming And looks to be the best branding to date Let's Moon

Rekt Drinks @rektdrinks

10 months ago

Introducing Moon Crush, the official collab drink of Rekt x @Moonpay. Earn Rekt DRANK Points with every case purchased. Wen? Soon. Read on for more details 👇

130 202 644 168K 35

It’s been five days since the August jobs report dropped, and I’ve gone through at least 20 takes. The narratives are all over the place, making it hard to separate signal from noise.   Here’s what actually matters:   Unemployment keeps grinding higher, exactly as our lead indicators and GMI/MIT work flagged back in Q1. That keeps the Fed engaged.   At the same time, the earliest signs of a cyclical recovery in employment are already showing up in the data. Our GMI Early Workforce Activity Index makes that crystal clear (chart 1)…   So on one side, you’ve got the Fed anchored by lagging unemployment data. On the other, the forward-looking data is already turning higher. Classic Business Cycle Dominoes in action (chart 2).   The punchline? Bullish…   The Fed is easing into a cyclical upswing, as shown in our lead indicators (chart 3).   And that’s exactly why S&P 500 earnings revisions are exploding higher (chart 4).   I’ll unpack all of this and more in this week’s MIT report on @RealVision. Drops tomorrow.

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