Juliette Declercq

The Crypto-Hoarding Strategy Is Unraveling Bitcoin fell below $76,000 on Saturday, saddling Michael Saylor’s Strategy with paper losses on its token purchases.

’Investors are questioning the long-term solvency of crypto-treasury companies, fearing that a continued slide in prices could eventually force some of them to sell their massive holdings. That could trigger a crash in token prices that could haunt the market for years.’ www.wsj.com/finance/curr...

Silver’s runaway rally becomes ‘death trap’ for Reddit’s retail crowd Meteoric rise — and thumping sell-off — has seen the volatile precious metal compared to a ‘meme stock’

“January will be remembered as the month when silver traded like a meme stock.” www.ft.com/content/8c69...

The AI buildout is getting cash strapped The biggest tech companies are increasingly getting creative with their balance sheets as they finance their AI ambitions.

‘Broadly, Big Tech companies are transitioning from low to high capex "with limited disclosure" about financial details, which could mean the expense of the AI buildout is being miscalculated, Morgan Stanley notes.’ www.axios.com/2026/02/03/s...

Everyone piled on debasement in January --momentum and a seductive narrative made it feel inevitable. But what if this is the year’s biggest consensus trap? The easy and obvious trade is often the one trade that unravels all year.

Now moving down because the Fed will not lose its independence

Trump is a backlash against the rise of feminism - a final attempt to reassert a world of brute force, colonialism, and patriarchy. His emergence, however, only underscores that feminism and equality are in fact winning; which is the reason it is fought so violently and desperately. 🫶

C'est fait! 🤩

Worried about automation replacing your job? Our new JDI Research report highlights another emerging threat: the globalization of the services sector, with some companies citing AI as justification for offshoring services roles. Reach out to jdiresearch.com for all ramifications to macro & markets.

RIP

US Yields / USD down ... stocks underperform row

Our new www.jdiresearch.com report is out today: “The strong do what they can… but the weak won’t suffer what they ‘must’.”
We cut through the noise to expose the macro and market fault lines forming as the global order shifts faster than investors expect. You will not want to miss this one.

I love technology; its power, its promise. But always, its real goal is to diminish the value of human labour. When blue-collar jobs shifted to services, it was sold as progress. Now, white-collar work is next. Be careful what you wish for. Macro and markets consequences will be tremendous.

I love technology; its power, its promise. But always, its real goal is to diminish the value of human labour. When blue-collar jobs shifted to services, it was sold as progress. Now, white-collar work is next. Be careful what you wish for. Macro and markets consequences will be tremendous.

😅🤣🤣

Those were the first 5 followers, email me to exceptionally receive our first JDI report for 2026.

First 5 Bluesky followers please email me on Juliette.declercq@jdiresearch.com to receive your report.

Indeed well done. Can you share your email?

Worried about automation replacing your job? Our new JDI Research report highlights another emerging threat: the globalization of the services sector, with some companies citing AI as justification for offshoring services roles. Reach out to jdiresearch.com for all ramifications to macro & markets.

Our new www.jdiresearch.com report is out today: “The strong do what they can… but the weak won’t suffer what they ‘must’.”
We cut through the noise to expose the macro and market fault lines forming as the global order shifts faster than investors expect. You will not want to miss this one.