The two most important (and generally overlooked) factors in determining (guessing) bitcoin's fiat price action over the coming quarters are:
1. Chinese liquidity
2. American manufacturing
I expect both to accelerate... materially.
Just my guess. You do you.
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Replies (7)
Honest question. What makes you think that American manufacturing is going to accelerate? What is the catalyst to set that off?
Aggressive central planning by the current administration.
Thanks!
so basically jullien bittel/ rug pal thesis ?
Stay humble stack sats
Forecast for EOY? Would the Fed ending QT have any material impact?
Are you surprised by the ISM miss? What month do you think it reaccelerates?