#FedRateWatch
Bebuka CPI kuu ka Agustus e piʻi aʻe ma ka 0.3% i kēlā me kēia mahina (month-over-month), ua piʻi nui ka manaʻo o ka mākeke no ka hoʻoholo uku Fed 25bp, a hiki kokoke i 90%. I koʻu manaʻo, hōʻike kēia neʻe ʻana i kahi hoʻololi macro i hoʻolālā ʻia, ʻaʻole hoʻomaka o kahi pōʻai piʻi uku ikaika (aggressive hiking cycle). Ke kaulike nei ka Federal Reserve i ka mālama ʻana i ka hoʻonui kumukūʻai (inflation) me ka ulu ʻana o ka hoʻokele waiwai ākea.
Nā hopena i ka mākeke: BTC, Nā ʻĀpana ʻenehana (Tech Stocks), a me ke Kulta
* Bitcoin (BTC): Manaʻo ʻia ke kūʻokoʻa/ka ʻoluʻolu wikiwiki i ka wā pōkole. Akā, inā e hoʻomaikaʻi ka maopopo macro, pinepine ʻo BTC e nānā hou i kona kūlana ma ke ʻano he pale (hedge), a hiki ke alakaʻi i kahi hoʻi ikaika (bullish recovery).
* Kulta & Nā ʻĀpana ʻenehana: Paʻa mau ke Kulta ma ke ʻano he pale paʻa i ka wā kānalua o nā uku (rate uncertainty), ʻoiai hiki i nā ʻāpana ʻenehana ke pilikia iki i nā palena loaʻa (margin) no kekahi manawa ma mua o ka paʻa ʻana.
Kaʻu Hoʻolālā
Ke mālama nei au i kahi kūlana akahele akā me ka manaʻolana. Ma mua o ke kūʻai/ke kūʻai aku i ka makaʻu (panic trading), ke hōʻiliʻili nei au i nā waiwai spot maikaʻi ma nā pae kākoʻo koʻikoʻi, a ke mālama nei i nā stablecoins i mākaukau no nā hāʻule maopopo i ka mākeke.
He aha kou manaʻo no ka neʻe aʻe o ka Fed—He bullish a he bearish paha? Kaʻana like i kou mau manaʻo ma lalo!
Bebuka CPI kuu ka Agustus e piʻi aʻe ma ka 0.3% i kēlā me kēia mahina (month-over-month), ua piʻi nui ka manaʻo o ka mākeke no ka hoʻoholo uku Fed 25bp, a hiki kokoke i 90%. I koʻu manaʻo, hōʻike kēia neʻe ʻana i kahi hoʻololi macro i hoʻolālā ʻia, ʻaʻole hoʻomaka o kahi pōʻai piʻi uku ikaika (aggressive hiking cycle). Ke kaulike nei ka Federal Reserve i ka mālama ʻana i ka hoʻonui kumukūʻai (inflation) me ka ulu ʻana o ka hoʻokele waiwai ākea.
Nā hopena i ka mākeke: BTC, Nā ʻĀpana ʻenehana (Tech Stocks), a me ke Kulta
* Bitcoin (BTC): Manaʻo ʻia ke kūʻokoʻa/ka ʻoluʻolu wikiwiki i ka wā pōkole. Akā, inā e hoʻomaikaʻi ka maopopo macro, pinepine ʻo BTC e nānā hou i kona kūlana ma ke ʻano he pale (hedge), a hiki ke alakaʻi i kahi hoʻi ikaika (bullish recovery).
* Kulta & Nā ʻĀpana ʻenehana: Paʻa mau ke Kulta ma ke ʻano he pale paʻa i ka wā kānalua o nā uku (rate uncertainty), ʻoiai hiki i nā ʻāpana ʻenehana ke pilikia iki i nā palena loaʻa (margin) no kekahi manawa ma mua o ka paʻa ʻana.
Kaʻu Hoʻolālā
Ke mālama nei au i kahi kūlana akahele akā me ka manaʻolana. Ma mua o ke kūʻai/ke kūʻai aku i ka makaʻu (panic trading), ke hōʻiliʻili nei au i nā waiwai spot maikaʻi ma nā pae kākoʻo koʻikoʻi, a ke mālama nei i nā stablecoins i mākaukau no nā hāʻule maopopo i ka mākeke.
He aha kou manaʻo no ka neʻe aʻe o ka Fed—He bullish a he bearish paha? Kaʻana like i kou mau manaʻo ma lalo!