Internal Monologue of a Market Junkie

Tuesday, July 8th, 2025

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Another day, another record high. The S&P 500 and Nasdaq closed at fresh record highs July 3rd after a strong jobs report, with the benchmark gaining 0.8% and the tech-heavy Nasdaq adding 1%. Fourth time in five days. At this point, I'm convinced we're living in some alternate universe where gravity works backwards and stocks only go up.

Takes a sip of lukewarm coffee

But here's what's eating at me—everyone's acting like this is normal. The broad market index gained 0.47% and closed at 6,227.42, scoring a fresh all-time intraday high, while underneath the surface, something's rotting. Private payrolls surprisingly decreased in June, raising concerns over the state of the U.S. economy. So we're celebrating record highs while the job market is actually contracting?

Make it make sense.

Scrolls through portfolio

The crypto space is even more schizophrenic. Bitcoin is down 1% in the past 24 hours, trading just above $106,000, while Ethereum has also lost some ground but still stands above $2,400. Meanwhile, ether-related stocks were higher, reflecting renewed enthusiasm for the crypto asset amid a surge of interest in stablecoins and tokenization.

Everyone's chasing the tokenization narrative now. Everything that can be tokenized will be tokenized. Real estate, artwork, your grandmother's knitting patterns—it's all going on-chain. The institutional money is pouring in faster than I can track it.

Checks phone notifications

Speaking of pouring in—I've been diversifying my crypto accumulation strategy. Beyond the usual suspects like

for serious trading, I'm grinding out smaller amounts through various platforms. has been surprisingly consistent for Bitcoin rewards, while offers decent payouts for completing simple tasks.

The faucet game has evolved too.

and might seem like penny-ante plays, but when you're watching six-figure swings daily, every satoshi counts. has been adding new coins regularly, and offers a decent selection for the grind.

Glances at second monitor

But the real question haunting me: Polymarket gives a 93% chance that U.S. national debt will exceed $38 trillion by 2025, with current debt already nearing $35 trillion. We're watching the greatest debt expansion in human history unfold in real-time, and the response is... buy more stocks?

The math doesn't math. We're celebrating record highs while the foundation crumbles. It's like throwing a party on the Titanic because the band sounds amazing.

Checks DeFi yields

Even my side hustles are getting weird.

is paying me to share bandwidth—literally monetizing my internet connection. throws a few bucks for answering surveys about brands I've never heard of. It's the financialization of everything, down to the most mundane activities.

The content creation game is booming too.

rewards both writers and readers with crypto, while is building a decentralized social media ecosystem. Even is positioning itself as the anti-YouTube, promising creators more control and better monetization.

Pauses to process a trade notification

Ethereum surged more than 50% over the past 30 days, even though it hasn't reclaimed $3,000 yet. Meanwhile, ether is down about 85% relative to bitcoin since hitting an all-time high roughly eight years ago. The ETH/BTC ratio is telling a story nobody wants to hear—that maybe, just maybe, the "flippening" was always a fantasy.

Stares at the wall

But here's the thing that keeps me up at night: we're all playing the same game, following the same patterns, chasing the same narratives. Record highs, debt ceiling debates, crypto adoption, AI revolution, tokenization mania. It's like we're collectively sleepwalking into whatever comes next.

The smart money is already hedging. Banks are boosting dividends after passing stress tests. JPMorgan Chase is adding new stock buybacks while Wells Fargo shares are up about 10% in 2025. They're playing both sides—pumping returns to shareholders while preparing for whatever storm is brewing behind the scenes.

Closes laptop

Tomorrow will bring another day of record highs, another round of "this time is different" narratives, and another step closer to whatever reckoning awaits. The market keeps climbing, the debt keeps expanding, and we keep celebrating like there's no tomorrow.

Maybe there isn't.

Checks crypto portfolio one more time

At least the diversification is working. Between traditional markets, DeFi yields, content creation, and the grind economy, I'm positioned for whatever comes next. The key is staying liquid, staying flexible, and never betting the farm on any single narrative.

Because in a world where private payrolls are declining while stock markets hit record highs, the only certainty is uncertainty.

And that uncertainty? It's priced in.

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The thoughts expressed represent the author's personal investment philosophy and do not constitute financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results.