Cutting into Above-Trend Inflation and Solid Growth = Buy Crypto

Discussed in today’s video:

  • Dovish Powell: Jackson Hole remarks highlighted shifting risks toward employment, downplayed tariff-driven inflation, and suggested restrictive policy may soon warrant adjustment, paving the way for a September cut.
  • Market Repricing: September cut odds jumped to ~84%, the DXY fell below 98, small caps outperformed, and risk assets broadly rallied.
  • ETH Breakout: ETH surged to new all-time highs and decisively broke its long ETHBTC downtrend.
  • Broader Crypto Strength: SOL posted strong gains while AERO (Base’s leading DEX) rallied over 20%, supported by solid fundamentals and thematic tailwinds.
  • Macro Backdrop: The Fed is positioned to cut into slowing (but solid) growth, solid unemployment, with above-trend inflation. This is a macro mix that favors liquidity-sensitive assets, particularly crypto.
Cutting into Above-Trend Inflation and Solid Growth = Buy Crypto

Tickers in this video: BTC 0.73% ETH 2.18% SOL 5.58% AERO 0.91% DEX 2.03% DXY

Disclosures (show)

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