Capital Folws-AuelyeiaPrecise Market Analysis

Fed: Vote in favor of policy was 8-4, Miran favors quarter-point rate cut, Hammack, Kashkari, and Logan oppose easing bias in statement

If you stack the credit cycle, liquidity, AND positioning all together and connect it to the actual price action of the market, then you can have an informed view for WHERE we are going 🧵 Notice that geopolitical risk has collapsed in its impact on equities. I am not saying the actual risk of changes in the event has collapsed. You can continue speculating about ships in the little bathtub. What I am saying is that the market is saying that the IMPACT matters very little now.

I AM BULLISH $PURR It is a HYPE treasury company I believe that volume for tradfi assets will outpace crypto volume on Hyperliquid I explained the entire thesis in the livestream yesterday (I will link below). If you were on the livestream yesterday, then you know