If I read the reasoning correctly it’s that it looks like we’re heading into a recessionary environment coupled with inflationary pressure not only from the rate cuts themselves, but also actual bottlenecks on the supply side?
Is there anything you suggest (NFA DYOR style) when it comes to investing apart from stacking sats?
Correct, supply constraints (mostly due to deglobalization / economic protectionism / geopolitical conflict) will likely continue adding price pressures even as demand wanes, resulting in stagflation.
One great model for safe haven assets is Exter's pyramid. His model was created before the advent of Bitcoin, which is existed then would be on the same level as gold. Self-custodied Bitcoin generally has no counterparty risk, like physical gold.
Of course, not financial advice. Do not buy or sell any security because of my posts.
