the market is pricing in more liquidity coming in sooner than most think thats why bitcoin popped 30% in days thats why robinhood chain mania has started bessent is buying more bonds on sept 9th fed hike is being aggressively priced in but seems unlikely a lot of crypto natives are sidelined and we think the lock out rally simply continues those positioned now will reap the rewards of the transition from restrictive conditions to more neutral and eventual financial easing call it financial repression or quantative easing or whatever you want just own assets, especially crypto assets
AndyShare
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