Still struggling to see the light? Let me break it down for you:
- Today the SEC just got a slap in the face with regard to the ideology that all altcoins are 'unregistered securities'
- The Fed are close to pivoting away from their most aggressive tightening regime in history,…
17/ It's just a matter of 'is this time different?' 🤔
Although the monpol may have become restrictive for now, the potential for macro-policy shifts in 2023 line up nicely with the BTC halving in 2024. Posing a two-pronged attack for the stubborn beras.
In the meantime, I bid.
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@MeteS98
not ruling out that scenario, but as it currently stands, not happening.
We would need one of these imo:
- Binance capitulation
- ETF rejection
- Satoshi wakes up
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@tedtalksmacro
Great summary of the market exuberance!
What about:
Valuations of risk assets after a doubling of the discount rate?
The residual fiscal stimulus near draining out?
Spending at unsustainable levels when credit runs out?
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@IlMacro
1. risk assets got smashed in 2022, there was your pricing in of that
2. fiscal stimulus just got a boost, TGA now at 500B
3. spending is good, keep spending, no spending = no growth
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@tedtalksmacro
Foolish not to be at least 50% in by now.
Continuing to sideline is being greedy with entries.
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@tedtalksmacro
BlackRock involvement doesn't necessarily mean that they are bullish. They may be stepping in to finish the job that the SEC can't. Control. I'm not convinced this is a positive. We shall see.
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@tedtalksmacro
What happens if this “no recession, Goldilocks, soft landing, rate cuts, everything going to the moon” idea slowly becoming engrained in peoples minds and the wealth effect results in a resurgence in inflation in a huge way and the FED has to end the party?
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@tedtalksmacro
Agree with all of the above. One more though.Binance should be wiped, and then we are ready to go. Bad actors do not belong into the next phase.
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@tedtalksmacro
Thanks. Now I can explain this to people with a screenshot instead of talking endlessly
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@tedtalksmacro
Dance while the music is playing and enjoy the moment. But be under no illusion there will be another black swan event and plenty of buy the dip opportunities.
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