The Fed Chair Just Said No Bailouts For Crypto. Full Stop.
Fed Chair Warsh told Congress he carries scars from 2008 and will not bail out stablecoins or crypto. Here is what this means for the risk calculus of the entire…
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Crypto’s Most Important Month Starts In 5 Days!
Last 14 Julys, the S&P 500 had exactly one red month. And what crypto’s done in July is equally interesting. But the month isn’t the real big story. This is:…
Read More »Crypto’s Liquidity Outlook Darkens as Fed Hawkish Pivot Pushes Hike Odds to 77%
Crypto markets faced tighter liquidity conditions after the Federal Reserve held rates steady and signaled stronger inflation concerns. Wintermute said tighter policy could reduce the flow of liquidity entering crypto…
Read More »How I’m Trading the Crypto Crash (Live Trading Challenge)
Bitcoin just broke below $61,000 and is sitting right on the 200-week moving average, the line that has called every major cycle bottom in its history. In this stream I…
Read More »Strategy Inc. Captures 97.5% of the Corporate Bitcoin Market
While the broader market is paralyzed by the "Warsh Shock" and a strengthening U.S. Dollar, Strategy Inc. (formerly MicroStrategy) has effectively become the "buyer of last resort" for the entire…
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