Cem Karsan predicts the U.S. government could begin buying stocks directly within months—a move he sees as Washington's last option as five converging pressures back policymakers into a corner.
Key points from the conversation:
• A major player is "bullying" the market, masking deep weakness in the $SPX beneath a handful of mega-cap stocks
• A looming debt wall and stalled crash signal mounting systemic stress
• Control of global oil has quietly shifted—reshaping macro risk
• On $BTC: Karsan sees a ceiling forming as AI narratives trigger fresh volatility
• His crash forecast and what he'd actually do with capital right now
Full breakdown with Cem Karsan (@jam_croissant) covers government intervention mechanics, the AI trigger he's watching, and why they might need a crash before they can act.
Key points from the conversation:
• A major player is "bullying" the market, masking deep weakness in the $SPX beneath a handful of mega-cap stocks
• A looming debt wall and stalled crash signal mounting systemic stress
• Control of global oil has quietly shifted—reshaping macro risk
• On $BTC: Karsan sees a ceiling forming as AI narratives trigger fresh volatility
• His crash forecast and what he'd actually do with capital right now
Full breakdown with Cem Karsan (@jam_croissant) covers government intervention mechanics, the AI trigger he's watching, and why they might need a crash before they can act.