Carlos Guzman(@Carlos_Guzman):Hard to overstate how much expectations for US monetary policy have changed in recent weeks. Tech stocks have brushed it off amid the AI euphoria, but it’s likely to continue being a major drag on risk assets and crypto until the situation in Iran gets resolved.

Carlos Guzman

@Carlos_Guzman

research @gsr_io prev @TheBlockCo @uchicago

参加 October 2021

842 フォロー中 681 ファン

Carlos Guzman@Carlos_Guzman

2026.05.25 18:20

Hard to overstate how much expectations for US monetary policy have changed in recent weeks. Tech stocks have brushed it off amid the AI euphoria, but it’s likely to continue being a major drag on risk assets and crypto until the situation in Iran gets resolved.