source avatarThe Ladders Research

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🚨FED RATE HIKE BETS SURGE - Strong May jobs data smashed expectations with +172k added vs 85k forecast. - Kalshi odds for a 2026 Fed rate hike jumped to 53%. - 10 Year Treasury yield pushing toward 4.55% as rate cut hopes fade. - Higher for longer is back pressuring high beta assets. Hold $BTC and $ETH for now but stay very cautious Focus positioning on AI driven stocks: $NVDA, $AVGO, $PLTR

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