
🚨 TRUMP SHOUTS "EVACUATE!" — THE FED HOLDS ITS BREATH 🚦
Attention, friends of the markets and of life! This morning, Morning Mood is with us, and while yesterday was Olympian calm on the traditional markets, last night was a bit more eventful, especially on the crypto side. Hold on tight, as geopolitical tensions persist and continue to cast a shadow over our usual progress.
When Geopolitics Dictate the Market's "Wicks"
Last night, a "tweet" (or rather a post on Trump's social network) announcing a complicated situation in Iran, with calming measures that lead nowhere, set off fireworks. The result? Huge "wicks" in the markets, both traditional and crypto, between midnight and 2 a.m. That's the reality: these tensions keep us from breathing, even if underlying trends remain generally bullish everywhere.
Personally, my outlook hasn't changed: I'm absolutely not interested in buying in that 5800-6000 point zone on the SP500 for now. And believe me, what happened last night only confirms this caution.
Pressure Continues: Dollar, Gold, and European Markets
Today, there's still downward pressure on the US dollar. Gold, although it retraced a bit more than 1% yesterday, keeps its bullish trend. European markets, on the other hand, are struggling more compared to US markets. However, even with short-term declines, we don't see any major breakdowns on longer timeframes.
Take the Dow Jones: On May 12, it was at 42,400. On June 17, it's still at 42,400! We're riding in "murky waters" for sure, but the water is warm! That summer image comes to mind, to say the situation may be choppy, but it's not disastrous.
Euro-dollar remains strong, commodities—especially oil—are under bullish pressure. As for 10-year rates, they've eased without reaching "interstellar calm".
Cryptos: Patience and Opportunity Amid Volatility
Crypto markets naturally suffered "deep wicks" last night, but with no major damage. And here’s the secret, my friends: when the market drops, when it accelerates downward, that's when you need to "buy" and increase your exposure. Conversely, when everything looks good, everything's green, and everyone's piling in, that's when you need to lighten up. That's active management! It worked in 2024, it'll work in 2025, so we keep at it.
It's true that bullish bursts are limited, and declines can strike overnight before the market rebounds 2-3% soon after. You need patience and a strong mindset. It's not always a Care Bear world; you don't always buy low and sell high. You go step by step, with a minimum of patience.
Perseverance versus Stubbornness: The Key to Success
My conclusion this morning: keep "grinding" on cryptos, the way you have for months or even years now. We won't score a 100% success rate every time, but that’s okay. The frustration of always trying to "catch the last move" and feeling "useless" when you make a mistake is an illusion. The market, like golf, is about perseverance, not stubbornness. Hitting 40 balls "at random" is pointless if it’s thoughtless. You need to work better, again and again, even when it doesn’t work right away. Don’t jump to conclusions!
Indices Pull Back, Cryptos on the Hunt
To be honest, I’m not doing much on indices. The CAC40 is back at 7,760 points, the DAX remains relatively weak under 23,700. With the FED coming tomorrow night, better to stay on the sidelines for now, especially with the American indices going through "micro-ranges" since early June. We see huge candles, followed by complete pullbacks… That’s the market right now, and if you’re a "trend follower" like me, it’s not easy.
But on cryptos, I keep "buying these zones". I even bought again on Solana, which I think of as a "strong crypto".
It's in Difficulty That the Real Ones Stand Out
That's a lesson that applies to everything: sports, professional and personal life... It's in tough times that the real ones stand out, those who don't give up and go all the way. When everything goes well, it's easy. But when it rains, when it's cold, that's when you see who's there. On the market, it's the same: it's in moments of "wicks" and doubts that you find opportunities, and spot the strongest cryptos. Between Cake and Solana, after last night, Solana recovered 50% of its drop—Cake didn't. The choice to "buy" is clear.
The same goes for those around you: who is there when things get tough? Who steps up and doesn’t let you down? That’s the idea: regularity and perseverance.
Don't Give Up This Summer
No idle chatter this morning. I won’t be resting much this summer, just taking a few days here and there. It’s time to "keep grinding", stay focused, and not lose sight of the market. I don’t have a crystal ball to tell you what will happen this summer, but what matters is staying consistent in what you do. It’s tough to "withdraw" after you’ve given up. Take a step back, sure, but keep "grinding".
I won't let you down, ladies and gentlemen! Sending you strength—strength and honor to all!
See you tonight on Twitch for a relaxed live show and Q&A. All the details are in the description. Hope to see many of you there!
Kisses, big hug, see you very soon! Ciao!