Sound reasoning Jay. All risk assets are a roller coaster ride when tipping points arrive and the fed is always late to the game. Success will come to those who stay calm and hang on for the ride of their lives.
We’re in a print and die end game with a date of??? Chaos- the why doesn’t matter- what the result is does. As you say and have said often- liquidity drives it all. Whatever their plan is, it’s sure (?) to launch relief, euphoria, skepticism, buying and, perhaps, a mania as inflation drives the psyche.
Weak $, low rates has been, and will be the “fix”, but the real wild card is the rise of the BRICS and the Global South, especially their moves away from $’s. Interesting development with this cycle.
Learning crypto and nft from you, and your experiences, reminds me of previous risk asset flows, ebbs and rockets as the average person wakes up and starts to take action.
As you mentioned, Bessent is hedge fund connected, floor to ceiling. His cronies are already positioned, as well as, the banksters for the coming ride.
Hopefully your followers will heed your guidance and stay 💪. If they’re out it will be costly to get back in.
Sound reasoning Jay. All risk assets are a roller coaster ride when tipping points arrive and the fed is always late to the game. Success will come to those who stay calm and hang on for the ride of their lives.
We’re in a print and die end game with a date of??? Chaos- the why doesn’t matter- what the result is does. As you say and have said often- liquidity drives it all. Whatever their plan is, it’s sure (?) to launch relief, euphoria, skepticism, buying and, perhaps, a mania as inflation drives the psyche.
Weak $, low rates has been, and will be the “fix”, but the real wild card is the rise of the BRICS and the Global South, especially their moves away from $’s. Interesting development with this cycle.
Learning crypto and nft from you, and your experiences, reminds me of previous risk asset flows, ebbs and rockets as the average person wakes up and starts to take action.
As you mentioned, Bessent is hedge fund connected, floor to ceiling. His cronies are already positioned, as well as, the banksters for the coming ride.
Hopefully your followers will heed your guidance and stay 💪. If they’re out it will be costly to get back in.
Just my opinion. Ride the wave 🌊 that’s coming 🤩
Excellent piece Jay. Much needed at this time with all the carnage!
🤝
"But these are the moments to either move into pain or, equally well, do nothing."
Oh, I'm buying the pain! This drawback is a Godsend!
Love that my man 🤝
I’m wondering how you feel about Solana since it has been beaten down. I know you’ve been a fan in the past.
Interesting thoughts, thanks for a good read and thought fodder.