Nostr Web Client

Replying to

Dom

The spread between 3M and 2Y only inverts when the Fed reaches the terminal rate...

Sovereign Matt 2y ago

So wait for FED rate pause before getting bearish?

Reply to this note

Please Login to reply.

Discussion

MainStreetChungus 2y ago

Fed raises rates -> Buy Bitcoin

Fed lowers rates -> Buy Bitcoin

Fed pauses -> Buy Bitcoin

Fed pivots -> Buy Bitcoin

Fed put -> Buy Bitcoin

Moscow time goes up -> Buy Bitcoin

Moscow time goes down -> Buy Bitcoin

Trump goes to jail -> Buy Bitcoin

Biden forgets his name -> Buy Bitcoin

Pelosi makes a trade -> Buy Bitcoin

Buy Bitcoin

Dom 2y ago

We found that easing/non-tightening conditions are best for Bitcoin. It just indicates that the Fed is more likely to pause than to hike which is good for Bitcoin ;)

Dom 2y ago

https://deutschedigitalassets.com/insights/news/cryptoassets-and-the-macroeconomy-can-macro-factors-explain-the-price-of-bitcoin/

Sovereign Matt 2y ago

Historically Fed Pausing has led to recessions. And BTC and NDQ are still highly correlated.

😉

point-alpha 2y ago

In this long perspective, yes. The short term correlation is coming down , esp. in the last banking crisis fog.

Sovereign Matt 2y ago

Correlation is actually going up in short term despite the recent banking crisis. Big money managers still trade btc as a big tech stock.

point-alpha 2y ago

Thanx! Right.

point-alpha 2y ago

I just made a second look on this graph. Which tool did you use? 🤔