Everyone expected #crypto to crash after the midterms. The Democrats won, the Binance hack wiped out $6B, the largest in history, and crypto is trading slightly lower than before…
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Everyone expected #crypto to crash after the midterms. The Democrats won, the Binance hack wiped out $6B, the largest in history, and crypto is trading slightly lower than before all of these events.…
Everyone expected #crypto to crash after the midterms. The Democrats won, the Binance hack wiped out $6B, the largest in history, and crypto is trading slightly lower than before all of these events. That gap, between how scared everyone was and what actually happened, is the whole story right now. In my new video, I break down why the midterms are quietly bullish for crypto and how I'm positioning for what comes next. What I cover: – Why a decisive Democrat win brings back the market equilibrium investors have been missing: less unpredictability to price in, a lower risk premium – Why oil topped at $116 and is rolling over, and why falling 10-year yields pull liquidity back toward risk assets – The real shift: regulating AI pushes liquidity toward crypto, because crypto is building the payment rails AI needs – #Bitcoin's liquidity map: why the obvious sweep of $75K is likely to come and be the bottom, and the path I see toward $100K – Why #Ethereum has the stronger chart here, and where $ETH starts outperforming BTC – How I'm positioned going into this: why I built cash through the run and then deployed it into the correction
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