Near-Term Risks Meet Medium-Term Opportunity
Discussed in today's video:
Near-term risks: possible Fed "mistake", upcoming TGA refill that may drain liquidity, unfavorable August–September seasonality, and capital flows turning negative. Cut odds rise: Friday’s weak NFP and Fed Governor Adriana Kugler’s resignation meaningfully increased the probability of a September rate cut. Medium-term opportunity: A rate cut into a slowing but growing economy, steady unemployment, and above-target inflation is a bullish mix for crypto. Price action check: Monday’s rebound was encouraging. A Bitcoin break above its down-trend li...Unlock this article by joining our Community!
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