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This is insane. The price of the RAM I bought in February is now 2x higher. SSDs are up 75%.
The market is telling us that bringing long rates lower (or more accurately, keeping them from rising too rapidly) is the key for the party to go on.
Core CPI came in hot. Fed hike odds are up (85% priced in by now). Curve flattening: long bonds liking the upcoming hike.
Warsh will hike next week. He will deliver what the market expects, and build up reputational cache.
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Guys, enable "password reset protect" to protect your X account. It is not enabled by default.
The future of crypto is already here
Equities are in a long-term raging bull market. Almost any long strategy prints. Yet 6/10 of the substack 'bestsellers in finance' lean heavily bearish.
Doom sells. Plebs buy.
Clarity this, Clarity that. It's been so long most people don't even remember what Clarity is supposed to achieve aside of "regulation".
As you can see, there's no AI->Crypto rotation.
Crypto just has no more sellers, and few buyers.
Turns out the market just needed its golden boy to blow up to turn around
🐧 Pudgy Penguin #5344# BOUGHT
💰 4.800 ETH
🛒 Blur
👤 0x1f00…69d5 → jasongreenwood.eth
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