Amrit

@jordanbpeterson 2

Votes are appreciated.

@krugermacro @blocksoflego Another 6 months or so of downside to sideways action the the real economy tanks and central banks pivot.

@blocksoflego Agreed, sadly feels going to take longer this time ... this is almost worst case scenario

Crypto now feels like December 2018. The bottom 0-2 weeks ahead. Followed by a long painful period of emptiness. Unlike last June, there's no merge narrative around the corner.

@RaoulGMI Does Q3 issuance have anything do with long bonds not rallying.

My hunch is that its a mix of dynamics between QT, student loan forgiveness dynamics (but not sure how) + very low liquidity. ISM out today and expected to be unchanged. I think odds are for weakness but that could next month.

I must admit bonds are super frustrating right now: Breakevens sharply lower, inflation peaked, oil lower, commodities lower, dollar sharply up and growth lower globally but yields up! 5 yr real rates are going to cause a big problem along with the dollar...1

@bankless Do it

What if Bankless did a bear case for Ethereum episode. What if.

@DTAPCAP Do you think BTC follows gold up on policy error concerns or remains correlated to risk assets?

Rarely if ever does the #gold chart look as good as it does right now. Most hated asset of 2021, no bulls left... Expect break of 1950 to head to 2350 as stated a few months ago. #goldprice has built epic base. Launch pad established. #BTC isn't the only thing that can 🚀🚀🚀

Bitcoin fixes this. More state-sponsored theft. Appalling.

@krugermacro Can you recommend your top 3 crypto research houses please ?

Delphi may be the only research shop where you pay them so they may shill their bags to you