“ตลาดกำลังบอกเราว่า Fed อาจต้องลดดอกเบี้ย และกลับมาใช้ QE เพื่อชดเชยผลกระทบทางเศรษฐกิจ”
We need Fed easing, the 2yr treasury yield dumped after Tariff annc because the market is telling us the Fed will be cutting soon and possibly restarting QE to counter -ve economic impact. pic.twitter.com/081kiGf9Jk
This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming.
Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher. pic.twitter.com/WxMB36Yv8o
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