Powell's first shot fired: 25bp hike just dropped, 10Y yields back at 5%.
The Fed chair went full hawk mode. Sticky inflation + massive ETF outflows = brutal combo for risk assets.
Rising risk-free rates are destroying the discount model for long-duration plays. $BTC barely holding $75k, but here's the reality:
• No fresh capital coming in
• High rates becoming the new normal
• Valuation reset incoming across crypto
This isn't a dip to buy. This is a structural repricing event. Position accordingly.
The Fed chair went full hawk mode. Sticky inflation + massive ETF outflows = brutal combo for risk assets.
Rising risk-free rates are destroying the discount model for long-duration plays. $BTC barely holding $75k, but here's the reality:
• No fresh capital coming in
• High rates becoming the new normal
• Valuation reset incoming across crypto
This isn't a dip to buy. This is a structural repricing event. Position accordingly.
