X @Ivan on Tech 🍳📈💰

RT Fred Krueger (@dotkrueger)Fed will cut rates 25 bp in a month.It will be the first of many rate cuts.As Jordi Visser says "they will run it hot"AI is exploding and AI is massively deflationary.Bessent is skating to where the AI puck will be.Forget the PPI.Focus on the jobs numbers.Buy Bitcoin. ...