A lot of people are asking why $BTC and $ETH keep climbing while the Fed and BOJ tighten, oil stays high, and inflation runs hot.
One thing many are missing: the Fed is still buying bonds.
Here's the simple version:
Fed buys bonds → reserves flow into the system → liquidity rises → yields soften → financial conditions ease.
This is a form of liquidity injection, and it's one reason risk assets can still grind higher even as rates rise.
Add in US midterms in November and a wave of major IPOs on deck, and the setup still has room to run for a while.
If you're already holding, just hold.
If you're sitting on solid profits, consider scaling out gradually between now and November.
Personal view, not advice.
One thing many are missing: the Fed is still buying bonds.
Here's the simple version:
Fed buys bonds → reserves flow into the system → liquidity rises → yields soften → financial conditions ease.
This is a form of liquidity injection, and it's one reason risk assets can still grind higher even as rates rise.
Add in US midterms in November and a wave of major IPOs on deck, and the setup still has room to run for a while.
If you're already holding, just hold.
If you're sitting on solid profits, consider scaling out gradually between now and November.
Personal view, not advice.