BofA:
🔸 10 Eylül'de TCMB faiz değişikliği yok
🔸 Ekim'de 100bp indirim ⬇️
🔸 Yıl sonu politika faizi %36
🔸 Yıl sonu TÜFE tahmini: %29.5
🔸 2027 sonu politika faizi %32, TÜFE %26
🔸 7 Eylül'deki OVP belirleyici olacak.
@cevikfinance Enflasyon üzerinde yukarı etki yapacaktır bunu da düşünmüşlerdir umarım açık bir parasal genişleme bu. Ya da enflasyonun aşağı geleceğini bildikleri için aksiyon alıyorlar
THIS WAS INSANE WEEK IN CRYPTO.
1. President Trump met crypto leaders to discuss the Clarity Act and said the US is considering buying large amounts of BTC and altcoins.
2. SEC proposed the first-ever crypto rules, while the CFTC said they will create a regulatory framework if the Clarity Act fails to pass.
3. BTC pumped +28% ($17,000) from $62.3K to $79.5K and reclaimed the 200-day MA, while ETH pumped +36% and hit a 7-month high of $2,546.
4. ETFs bought $1.92 billion in BTC and $697 million in ETH, the largest inflow in 10 months (Oct 2025).
5. $5 billion in short positions were liquidated, the largest ever in crypto history.
6. $500 billion added to the crypto market.
7. Altcoins exploded with SOL hitting $102, XRP pumped 70%, while HYPE and ZEC hit a new ATH in the middle of a bear market.
9. Saylor's Strategy is now back in profit on its Bitcoin holdings.
10. WE ARE OFFICIALLY BACK.