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David Lin
@davidlin_TV
Host, The David Lin Report. In search of the next great story, and really good bubble tea
1.3K Following    54.1K Followers
I had @benjamincowen on to answer two fundamental questions about this week's #Bitcoin# rally: 1. What triggered it? 2. Will it last? Find out:
🚨THE CLARITY ACT DIDN’T MOVE BITCOIN! @cryptomanran on The David Lin Report with @davidlin_TV says Polymarket gives the Clarity Act only a 25% chance of passing, and many think it’s lower. Even if it does pass, it has zero impact on Bitcoin, $BTC is already a commodity with clarity. The bill is for everything else. The big green candle came 1.5-2 hours after Scott Bessent’s announcement. Gold ran at the same time. That’s the real catalyst. Watch the FULL video:
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#Bitcoin# just had its best rally in years, up 25% since Aug 19. Is the #crypto# winter finally over? Let's find out with @cryptomanran
🇺🇸 The U.S. Treasury is trying to stop bond yields from rising. But according to David Lin, Washington may be picking a fight with a market it simply doesn't have enough firepower to control. Treasury Secretary Scott Bessent doubled planned bond buybacks from $2 billion to $4 billion per operation, signalling that Washington is prepared to intervene more aggressively. Yields fell for one day. Then they went straight back up. The problem is scale. The Treasury market is measured in tens of trillions of dollars, making $4 billion of intervention little more than a signal. And if yields keep rising, the consequences spread far beyond Wall Street. Mortgages, corporate borrowing and government debt servicing all become more expensive. Lin's bigger concern is what governments do when financial pressure starts limiting their options. Higher debt costs could push governments toward more aggressive tariffs, trade wars and foreign-policy decisions as they try to protect their economies. Meanwhile, the dollar remains the world's dominant safe haven, even as central banks accumulate more gold and countries increasingly look for ways around a dollar-based system. And then there's the Iran war. Lin argues that the conflict has exposed another vulnerability: energy infrastructure is remarkably easy to disrupt with cheap drones. Refineries, pipelines and shipping can all become targets, creating a much bigger problem for an already fragile global economy. So the biggest risk may not be a sudden financial collapse. It may be governments gradually losing room to maneuver, while markets become increasingly unwilling to listen. The Treasury can announce bigger interventions. The bond market can simply decide they aren't big enough. @davidlin_TV
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This is why prediction markets have increasingly been used as accurate tools of forecasting by investors and traders. This @Kalshi study analyzed 2.2 million data points and concluded that probabilities appear to behave like real probabilities, not just market prices: events priced around 30% occur about 30% of the time, 60% events occur about 60% of the time, and so on Other key findings: - "Elections, politics, and finance have the strongest forecasts." The categories with the highest amounts of trading volume tend to also be the most accurate in probabilities - live events do not have future predictive power as prices adjust as events happen in real time - forecasts increase in confidence over time; the closer to the event date, the stronger the chance the probability becomes real-life chance
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We ran a study on over 2 million markets to evaluate their calibration. To our knowledge, this is the largest replicable study on this topic. Here are the results: 🧵
With all due respect, Bloomberg. No. Bitcoin is surging because the Treasury has signaled it will do whatever it takes to keep long end yields from flying up, up and away.
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Thanks to @davidlin_TV for having me on his great podcast today, “The David Lin Report,” to discuss #StockMarket# #Economy# #Positioning# #Rotation# #AI# #Tech# #Defensives# #Fed# #Inflation# and a lot more. You can find it here 👇
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Friends, pls do me a favour and report this impersonator!
BREAKING: Elon Musk inquires about purchasing the United Kingdom of Great Britain & Northern Ireland.
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The global copper market is facing a growing supply challenge as the strategic importance of critical minerals continues to rise. Copper Giant’s largest shareholder, @Frank_Giustra, joins @davidlin_TV alongside @IanHarrisMining, President & CEO, to discuss the copper supply crunch, Colombia’s evolving mining landscape, and the development of the Mocoa Project. Watch the full interview: $CGNT.V $LBCMF Rise With Copper
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IMPORTANT: Scammers are impersonating me, using fake emails. This one is using thedavidlinreport89@gmail.com That is NOT my email and I would NEVER email viewers directly and ask personal questions. A viewer forwarded this email thread to me. Do not engage with anyone unless it’s from my official email david@thedavidlinreport.com
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Please help me report this account to Gmail: thedavidlinreport89@gmail.com
IMPORTANT: Scammers are impersonating me, using fake emails. This one is using thedavidlinreport89@gmail.com That is NOT my email and I would NEVER email viewers directly and ask personal questions. A viewer invited this email head to me. Do not engage with anyone unless it’s from my official email david@thedavidlinreport.com
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IMPORTANT: Scammers are impersonating me, using fake emails. This one is using thedavidlinreport89@gmail.com That is NOT my email and I would NEVER email viewers directly and ask personal questions. A viewer invited this email head to me. Do not engage with anyone unless it’s from my official email david@thedavidlinreport.com
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Everything you should know about the U.S. Yen intervention in 20 minutes
🇨🇳 🇺🇸 A theory gaining traction says Beijing is propping up markets on purpose to keep America bleeding in Iran. David Lin suggested the relative stability of global markets has led Trump to get comfortable in a war that is hurting his party. "Republicans are abandoning support; the midterms are in 2 months." If the calm in the markets is being engineered by a rival rather than earned, the most dangerous weapon in this war isn't a kinetic one. @davidlin_TV
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Michael Terpin: "I believe the AI tokens are going to outperform bitcoin over the next 3 years." $VVV $TAO