@IceCapGlobal This is the kind of thread and insight people need to see and hear. You have a unique way Kieth - of looking at things and explaining them in understandable simple ways. I would be honoured for you to manage my money.. if I had any. Thanks for sharing your view on things.
This divergence may spill over into private equity and private credit.
Monitor February NAVs and possible gating.
It's a potential significant risk everyone should be aware of, and positioned to protect against.
There is support here. But will keep an eye. Did you catch the 72k? #btc hit my target line perfectly. However I’m not convinced just yet of a bounce. If it breaks this. Look for a retest then lower
HOLY SHIT!!
The Fed just injected $13.5 billion into the market as an overnight repo operation
This is one of the BIGGEST liquidity injections since COVID and exceeding any single overnight repo seen during the dotcom era