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Powell basically just confirmed the Stagflation Lite fears yesterday. With gas prices up 30% this month, the Fed is stuck between a weakening jobs market and skyrocketing energy costs.
What I'm watching:
$71k BTC: Can we hold the line or are we heading for a $68k retest?
AI Agents: Visa & Coinbase are both launching tools for AI-powered payments this week. The infrastructure is being built while the macro world burns.
Oil: If Brent stays above $110, expect the pivot talk to vanish entirely.

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