nostrich on nostr

As long as borrowing stress remains elevated, many asset prices are likely to remain choppy.

This is why the Fed is ending balance sheet reduction, but simply ending it is not necessarily sufficient. By 2026 they will likely go back to balance sheet expansion to put out this fire. Notably, it likely won't be very fast/large balance sheet expansion, but rather will be just enough to help settle this down, which makes a big difference.

Caleb Gregory · 41w

Thanks for sharing, Lyn. Thank goodness we have Bitcoin. The Fed is going to print & we have stimulus on the horizon. They have to inject liquidity to keep the system afloat. Those without assets are about to feel the sting of inflation even more.

Sovereign Retard · 41w

It would be naive to think that Bitcoin price has everything to do with just macro and fed fund rates. If you would have spent same time on monetary data vs spam on bitcoin then you would have also considered the release date of shitcoin core v30 (aka malware) and how it negatively affected the bit...

BlueDuckBTC · 41w

I remember all the reading and studying after 2008 and following everything Ron Paul said. Now, Paul was not necessarily wrong about anything but this fiat experiment/era has proven WAY more resilient than us nay sayers thought. If you look at it objectively, Powell and the other Chairs have actual...