FT dropping cold water on TradFi:
"Don't own bonds and be cautious with stocks"
When legacy media starts flashing red on both equities AND bonds, you know macro's cooked. This is the environment where:
• Flight to hard assets accelerates
• Risk-off means vol spikes across all markets
• Crypto either gets dragged down short-term OR proves its non-correlated thesis
If bonds and stocks both suck, where's capital rotating? Gold's pumping, $BTC sitting at interesting levels. Classic macro setup where traditional 60/40 portfolios are getting absolutely rekt.
Watch liquidity. When TradFi bleeds, crypto either follows or decouples. We're about to find out which.
"Don't own bonds and be cautious with stocks"
When legacy media starts flashing red on both equities AND bonds, you know macro's cooked. This is the environment where:
• Flight to hard assets accelerates
• Risk-off means vol spikes across all markets
• Crypto either gets dragged down short-term OR proves its non-correlated thesis
If bonds and stocks both suck, where's capital rotating? Gold's pumping, $BTC sitting at interesting levels. Classic macro setup where traditional 60/40 portfolios are getting absolutely rekt.
Watch liquidity. When TradFi bleeds, crypto either follows or decouples. We're about to find out which.