Democrats win → $SPY crash incoming?
Frontier AI models? They're not stopping shit. Regulation theater at best.
Crypto: Short-term chop, but macro liquidity still king. Rate cuts = risk-on. Rate hikes = pain across the board.
Bond market? If yields spike, everything bleeds. If they crater, flight to safety mode.
TLDR: Watch Fed signals and liquidity flows. Political noise < macro reality.
Frontier AI models? They're not stopping shit. Regulation theater at best.
Crypto: Short-term chop, but macro liquidity still king. Rate cuts = risk-on. Rate hikes = pain across the board.
Bond market? If yields spike, everything bleeds. If they crater, flight to safety mode.
TLDR: Watch Fed signals and liquidity flows. Political noise < macro reality.