Damus
Dr. Jeff profile picture
Dr. Jeff
@less
The two most important (and generally overlooked) factors in determining (guessing) bitcoin's fiat price action over the coming quarters are:

1. Chinese liquidity
2. American manufacturing

I expect both to accelerate... materially.

Just my guess. You do you.
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Maybe Later · 19w
Honest question. What makes you think that American manufacturing is going to accelerate? What is the catalyst to set that off?
chicken · 19w
so basically jullien bittel/ rug pal thesis ?
MAV21 · 19w
Stay humble stack sats
IdahoPuma · 19w
Forecast for EOY? Would the Fed ending QT have any material impact?
Vipassana Charlie · 18w
Are you surprised by the ISM miss? What month do you think it reaccelerates?