Masa Woods

Journey of a life long learner

[Masa Woods @Sonny_Beez]

@hosseeb Crypto is the religion. Web3 is the game. It’s just that simple. Can’t have one without the other (at least if you want mainstream audience)

[Masa Woods @Sonny_Beez]

@Mr_Derivatives Winter is coming

[Masa Woods @Sonny_Beez]

This is the stock market right now. Hock is the House

[Liliana @Sara1051579]

Prepare to witness one of the craziest blackjack hands you’ll ever see.

[Masa Woods @Sonny_Beez]

@firstadopter Yeah.. Gavin Baker and Brad G have been saying some interesting things. That I cannot explain.

[Masa Woods @Sonny_Beez]

@GavinSBaker @Ross__Hendricks Can you explain then exactly what people actually do believe?

[Masa Woods @Sonny_Beez]

@BickerinBrattle Why’s that? What’s wrong with TLT?

[Masa Woods @Sonny_Beez]

@sama Bro. Where is 7.0? Who cares about stars

[Masa Woods @Sonny_Beez]

@jbulltard1 AI slowdown will do the trick. Oh wait, isn’t that what the labs want? Something fishy

[Masa Woods @Sonny_Beez]

@TidefallCapital Druck?

[Masa Woods @Sonny_Beez]

@zerohedge Rate focused

[Masa Woods @Sonny_Beez]

@eliant_capital I have never felt so good to be wrong!

[Masa Woods @Sonny_Beez]

Good banter. But Q4’23 was when OAI launched, so I think that was a pretty meaningful catalyst to jolt the market into a different mode of thinking and risk appetite. Feel like we have quite the opposite situation in AI. If anything we need a recession scare to get the Fed to cut to bring down the fiscal burden and tame the long end.

[Eliant Capital @eliant_capital]

10Y 5%, horrific sentiment on duration, everyone saying it’s all fiscal & debt issues (had zero to do with that), moment oil topped, 10Y followed shortly after, some attribution to Yellen sure (probably see same with Bessent in November @ QRA) but a lot had to do with oil; & then a big rotation into year-end on the notion of all the stimulative measures from just oil down / bonds up and dollar up as hikes get priced out

[Masa Woods @Sonny_Beez]

The only way to fix this is through a AI bubble pop. The only instance where Fed can cut rates, which is the most appropriate thing to do in the context of the govts capital structure.

[Jeffrey Gundlach @TruthGundlach]

The Fed dual mandate is shifting. Used to be “low inflation and full employment”. The latter is now taken as a given in Fed comments. Dual mandate will shift to “low inflation and interest expense management”, though the two of them will always be in tension.

[Jeffrey Gundlach @TruthGundlach]

The Fed dual mandate is shifting. Used to be “low inflation and full employment”. The latter is now taken as a given in Fed comments. Dual mandate will shift to “low inflation and interest expense management”, though the two of them will always be in tension.

[Masa Woods @Sonny_Beez]

@MikeZaccardi So what you trying to say?

[Masa Woods @Sonny_Beez]

@market_sleuth He’s been trying to get folks to convince market yields up bc growth up. Could be true but then rates gotta go up bc inflation is up. And the merry go round goes…

[Masa Woods @Sonny_Beez]

@Mia_67zuk @grok 3?

[Masa Woods @Sonny_Beez]

@tekboylz @grok 65?

[Masa Woods @Sonny_Beez]

@Freya_24mU @grok 81

[Masa Woods @Sonny_Beez]

@Im___maryam @grok 7?