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X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-17 19:17
Ultimately, the 25bps was priced in and nothing else changes.However, the path towards market expansion through injecting liquidity and even lower rates has started.Very likely we’ll see higher prices for risk-on assets like #Bitcoin in Q4. ...
X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-17 11:22
Macroeconomic Analysis - Macroeconomic data suggests a clear path for central banks, with CPI & PPI showing no significant change [1] - Annual revision of job data reveals a drop of 911,000 jobs, the largest in history [1] - The fund suggests that monetary expansion and rate cuts are likely as the FED aims to stimulate the economy and prevent a recession [1] Investment Strategy - The fund indicates that this environment is typically favorable for risk-on assets [2] - The fund continues to seek opportunities in the markets through ETH and Altcoins [2]
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-09-16 00:07
We can blame CEX for $BTC slow moves...THE HUNTER ✴️ (@TrueGemHunter):REASONS WHY BITCOIN DOSEN'T FOLLOW STOCK MARKETS ‼️🔎 While Nasdaq & S&P 500 hitting fresh ATHs, $BTC struggles to break out.For many this looks strange… aren’t both “risk-on” assets?Here’s what’s really happening ⬇️1️⃣ ETF & Institutional FlowsEquities are fueled by ...
X @Easy
Easy· 2025-07-30 19:35
The dollar looks good for higher.Usually not the best situation for risk on assets.Will let this marinate for a bit.But also feel with each of these levels, we could see some nice reversals on risk-on assets. https://t.co/sQMgLRA6LDEasy (@EasyEatsBodega):2 Months of no fed meetings$DXY testing the 100 markPowell said September cut is not a guaranteeMarkets do not like uncertainty.FOMC tho loves to catch late shorts with reversalsand obliterate late longs with liquidation cascades.imo, August chop, scalpers ...