"Musk will want to strive to combine his two technological giants, meaning he wants to merge Tesla with SpaceX, and then the valuation will be 3 to 3.5 trillion dollars, and it will already be the fourth largest company in the world. "

"Kaped wins in the second round. Continuation of Petro's policies, continuation of conflict with the central bank, continuation of sanctions. The PESO weakens towards 4200-4500 per dollar in a few months. "

"Walensja wins. Center-right correction. Attempt to rebuild relations with Washington. Fiscal plan to be agreed with Congress. PESO may strengthen below 3500, and the Colcup index returns to an upward trend. "

"If an agreement between Iran and the United States is already concluded, the price of oil will drop from nearly $100 to $70-$80, because I think it won't go much below $70, as it will take time before production capacities in the Persian Gulf are reactivated and everything settles down again. And if oil cheapens, in other words, if oil significantly cheapens, say by 20%, what will happen to yields? They will undoubtedly fall. But how much will they fall? Will they not start rising again afterwards? Will the fear currently caused by debt, oil, and inflation not persist? I don't know, because I see many texts that say that not only oil matters here, because that's the truth, not only oil matters here, that generally elevated inflation may stay with us for a longer time. I'm not sure that will be the case. I simply don't know. And I'm waiting for the moment when we have a test. A test, meaning an oil price 20% lower, yields sharply falling, and what will happen then? Because the first move will be what Americans call a knee-jerk reaction, right, that the first move will be such a sharp drop in oil price, a sharp... "

"In January 2025, floated a conditional price target of $700,000 per Bitcoin if sovereign wealth funds allocate just 2 to 5% of their portfolios into it. "

"By '29 we will see at least one UK Prime Minister, and maybe even two. We will see more marches and we will probably see UK bond yields above 6%. "

"The first is called Pontus. It launches in September 2026, and it links distributed ledger platforms directly to the ECB's target settlement system. To put it simply, it lets tokenized assets settle in central bank money instead of USDT or USDC. "

"BlackRock has not entered this market yet, and when they do, given IBIT's 66.4% capture rate, expect them to take the lion's share of flows almost immediately. "

"The next key date is June 15 and 16, 2026. Bank of Japan meeting. If the BOJ raises the rate to a round 1% and markets price this with a probability of over 63%, a second wave will be triggered. Then we will see how much the Polish 10-year bond is really worth. "

"An Italian city or Italian cities come to mind. Suddenly, very disturbing information will appear. Perhaps I am wrong about the country, but in some Italian city in Italy, disease outbreaks will suddenly appear that will spread very quickly. We will learn in a short time, one, in two days, that there are outbreaks of some infections among people somewhere, and within a short time, say a week or two, it will grow so much that the government will decide on some measures, a rapidly spreading virus. It seems to me that it will start in Italy. "

"then this threat will subside and the narrative about it will somewhat diminish in the late summer, early autumn period, and then we can expect a large-scale pandemic. "