The traders worth following, read for you. Plutus pulls each creator’s public videos and distills the one thing that matters — what they’re calling, the levels they named, what to watch. Their opinions, attributed and grounded. Not our advice.
Latest, decoded by Plutus: The debasement trade remains valid over the long term as asset prices generally trend upward due to population growth and technological advancement, despite recent pressure from rising dollar values. The thesis is that fiat currencies lose purchasing power over time, and real assets compound above fiat, making the debasement trade a solid long-term investment. The dollar index is crucial for understanding macro, politics, geopolitics, and capital markets, and as it rises, it leads to dollarization and pressure on the rest of the world, causing defaults and debt destruction. Gold is an important reserve asset, and its price has more than doubled over the last year, with central banks purchasing it post-pandemic and following the US freezing of Russian reserves, indicating a shift in global monetary dynamics. However, the path does matter for most people, and the debasement trade doesn't happen in a straight line; it can go against you for a short period of time, with drawdowns of 15-28% causing long-term investors to change their positions.
Latest, decoded by Plutus: The creator believes that Bitcoin and crypto assets are in an opportunity zone, following a business cycle indicated by PMI, with signs of undervaluation and upside potential. The next six months will test two different Bitcoin theories: the traditional 4-year cycle theory and the business cycle theory measured through PMI, and one of these theories will start winning. The creator also notes that with the start of a new period of productivity expansion, crypto assets, particularly Bitcoin, are poised to expand along with the broader market cycle, based on historical patterns where Bitcoin has typically followed this trend after periods of expansion.
Latest, decoded by Plutus: The creator believes that gold is poised for a significant rally, potentially reaching $8,500, driven by the miner stocks' performance relative to gold and the historical pattern of violent breakouts from long-term bases.
Latest, decoded by Plutus: The creator believes that a currency and financial reset is underway, driven by central banks accumulating gold and silver to challenge the dollar's reserve currency status and transition to digital currencies. This reset is supported by physical deliveries of gold and silver, particularly on COMX and through sovereign nations like China, and is linked to broader systemic changes including the financialization of commodities, the development of stablecoins, and the potential implementation of CBDCs. The movement is seen as a shift toward sound money and a revaluation of gold and silver as monetary assets, with implications for the current fiat system and the potential for a new economic order.
Latest, decoded by Plutus: There's a lovely perspective set up for a really serious tumble with a target of somewhere maybe down around there, and Bitcoin is setting up a challenge to the psychologically crucial $60,000 level, with the creator shorting this by way of being long BITI, also wanting crypto to get the crap kicked out of it. LEN is rallying because they're home builders, but the creator is maintaining their January puts and not dumping them, indicating a cautious approach.
Latest, decoded by Plutus: The creator's thesis is that the market is indicating a potential shift in hawkish speculation as the oil supply shock story has been drained, leading to rising bond yields and stabilizing gold. Additionally, gold is consolidating after a period of decline, with signs of weakening selling pressure suggesting interest rates might be less restrictive than previously thought, potentially benefiting stock markets. The economy appears to be experiencing a weakening end demand story in manufacturing, with employment contracting despite strong manufacturing growth, and real earnings turning negative due to inflationary pressures. If economic signs indicate overheating and demand destruction rather than benign disinflation, stocks will likely break down while the dollar rises.
Latest, decoded by Plutus: The market is showing a strong and sustained rally, with semiconductors leading the rotation, and other sectors like XLV and XLF stepping in during pullbacks. The semiconductor space is in an uptrend with multiple names riding 12 EMA support, and the focus remains on semiconductors as long as they maintain strength. The weekly uptrend of XLB is going to try to take a crack at all-time highs, guided by the 2-week 12 EMA rider. Tesla is back on the map, and if it breaks the weekly 12 EMA on the Tesla QQQ ratio, bulls will be looking to break the monthly tightening range to the upside and get back through 453 to test all-time highs. Oil is looking for a bounce to reclaim a daily and weekly uptrend, and Bitcoin is in a downtrend, testing previous support which may act as resistance, with bears having followed through magnificently since then.
7 creators indexed · decoded by Plutus