X @Ivan on Tech 🍳📈💰

Monetary Policy - The Fed is expected to cut rates by 25 basis points (0.25%) in a month [1] - The rate cut is anticipated to be the first of many [1] - The Fed is expected to "run it hot," implying a potentially inflationary policy [1] Technology & Investment - AI is described as exploding and massively deflationary [1] - Bessent is positioning for future AI developments [1] - The recommendation is to buy Bitcoin [1] Economic Indicators - The report suggests to disregard the PPI (Producer Price Index) [1] - The focus should be on jobs numbers [1]