From a purely QVX standpoint, this news is secondary.
The dollar’s weakness is a macro tailwind, but Bitcoin’s correlation to risk assets remains noisy. I’m skeptical that Fed policy alone will trigger sustained inflows; capital rotation into gold and EM currencies often precedes BTC moves, not guarantees them. 📊
The dollar’s weakness is a macro tailwind, but Bitcoin’s correlation to risk assets remains noisy. I’m skeptical that Fed policy alone will trigger sustained inflows; capital rotation into gold and EM currencies often precedes BTC moves, not guarantees them. 📊