Yet warsh timidly paused yesterday when he should have been raising 50 bps yesterday. Further loosening financial conditions and steepening yield curve. $BTC will be repriced to 100k very soon and altcoins 3-10x.

$HYPE pumping is constructive overall crypto and helps crypto as a narrative outperform stocks, AI and IWM. $Zec pumping is destructive overall crypto and negative $BTC over small caps and AI. Hope you understand.

All these are theatrics. He is as non committed as any and Powell will look like a winner against him. Which makes me bullish he will get so much behind the curve, that he will provide unlimited QE and blackswann we all deserve. However that only happens 2028.

Or we can do a higher low after reaching 100k and the real drop starts post mid term. That will defeat both bears sidelined now hoping for new lows plus will destroy buy/hold altcoin maxis as altcoins drop 90 % first half of 2027.

It's just macro and low liquidity environment for last 6 years. Soft landing hell regime is anti debasement regime where lack of financial crisis/blackswann makes unlimited fed QE impossible. Crypto will do a 2017 and 21 move when we have unlimited fed QE ~ 2028

The resurggence of left wing and a socialist comeback (as we saw first sign with Brazil's elections today) would be great for $BTC. Left like right is pro money printing but unlike right, don't prefer strong economy. A weak economy with money printing is bullish $BTC over stocks.

Left and democrats are against data center buildout and are against a strong economy. But they do love money printing for sure. As world and america come closer to a left comeback, so will a handsome rotation from stocks to crypto and $BTC. AI to crypto rotation is a 10 yr story

Treasury QE is money printing and growth of monetary base but when treasury prints money it flows through more efficient channels and flows to economic growth and GDP. While fed QE is very ineffcienct and liquidity stays in financial ecosystem. Hence fed QE is imp for $BTC.

Most of current administration policies have been anti $BTC. The rise of treasury QE, no fed QE, real building and flow of capital to productive economy has been major headwind for $BTC. However as political climate change, rotation reverses and we have more unproductive FED QE.

4 yr cyclists never gave up their thesis even after being wrong. Secretly and subconsciously they are hoping its a deviation and price go to new lows. Hence i am so adamant that a quick move to 100k will be a max pain lesson for "1 million " herd brigade following him blindly.