Rekt by @manorsgolf V1 launches tomorrow, 24th November at 4PM GMT | 11AM ET | 8AM PT exclusively on https://t.co/ZWNxIW0DAC.
Here's what you need to know👇
The $REKT thesis explained:
- What brand coins are & why they are valuable
- Their roots in traditional finance
- Why Rekt is one of crypto’s strongest brand
- Multi-billion dollar growth of functional drinks
- Energy launch + retail rollout Q4 2025
More food for thought. A short one for your weekend reading list…
This is from the August 27th MIT report:
The last chart I want to leave you with this week is this one…
As you know, we were one of the very few who were contrarian at the lows, citing this chart (excluding the Fed Funds Rate) as one of several we used to build the case for a sharp V-shape recovery in equity prices following our Urgent Flash Update back in April.
Now, here’s the thing I want us to think about next...
Starting in May of 1999, the Fed turned hawkish and hiked rates by 175bps (1.75%).
Today, according to the forward curve, we are looking at the opposite situation.
Into year-end 2026, the market currently expects the Fed to ease by 150bps (1.5%), with around two cuts priced in this side of the year and another three next year.
If that plays out, we would be in a completely different environment from 1999.
Back then, equities ground higher into the September 2000 peak while the Fed was hiking rates and draining liquidity.
This time, we could have the Fed cutting rates and adding liquidity. Two very different scenarios.
That’s why I believe the odds point to next year being another strong year for risk-taking, even though almost nobody is talking about the cycle extending beyond this year.
If this turns out to be right, 2026 would be 1999/2000 on steroids.
We still have another three months or so to build the case, but to me this is incredibly interesting to think about. Let’s see…
Got my @rektdrinks order in. Worth getting up at 430am and even paying 2 x the drinks cost in courier charges to Aotearoa. Roll on an Australasian distributor so I can buy more. 🤦♂️🤦♂️
💸 34 months into the liquidity cycle—what comes next? @RaoulGMI ft Michael Howell, CEO of @crossbordercap
Massive debt refinancing and plunging tech cash flows could reshape financial markets by 2026.
@RealVision@RaoulGMI@BittelJulien Always a great listen, Gents. What people don't appreciate is the added value of the MIT report and your monthly roundups on the @RealVision platform, and infinite value behind the paywall from @Jamie1Coutts@AndreasSteno and the rest of the RV team.