@GTCost@gregorymckenna
Hey Fellas, Long-time, too long. Hope all is well and you have a chance to watch/listen to the video. JG is always early but always right, not a trader. Love his view on BTC. Cheers.
https://t.co/9d49xbrb0C
@GTCost@gregorymckenna
Markets have decisively repriced the Fed path. Rate cuts are no longer the base case in the near term; instead, markets are assigning ~12% odds of an April hike and >30% probability of a hike by October.
https://t.co/G14p5OgCua
"The most acute near-term risk comes from crypto markets, where Bitcoin fell nearly 10% over the weekend...Historically, such moves tend to spill over into equities..."
https://t.co/K262Oi1bH1
@GTCost@gregorymckenna
“This is not about moral equivalence; it’s about strategic symmetry. Each power is testing how far it can go, how costly action really is, and whether the rules of the post–Cold War order still constrain behavior.”
https://t.co/QnHdTRMpRr
@GTCost@gregorymckenna
It's been a long time, Fellas. I hope you're having a great holiday. The YTD outperformance of "boomer rocks" is stunning.
https://t.co/pXgPlJeowF