Macro setup looking spicy. If they're engineering a recession, that capital has to flow somewhere.
Traditional safe havens? Bonds are cooked. Real estate? Illiquid and overpriced.
Crypto might actually be the play here. $BTC as digital gold narrative gets stronger when trust in legacy systems breaks down. Risk-on assets typically dump first, but if we're talking about wealth preservation and capital flight, crypto becomes the asymmetric bet.
Watch for:
- Institutional flow patterns
- Stablecoin supply expansion
- DXY weakness signaling capital rotation
Recession playbook might be different this cycle. Position accordingly.
Traditional safe havens? Bonds are cooked. Real estate? Illiquid and overpriced.
Crypto might actually be the play here. $BTC as digital gold narrative gets stronger when trust in legacy systems breaks down. Risk-on assets typically dump first, but if we're talking about wealth preservation and capital flight, crypto becomes the asymmetric bet.
Watch for:
- Institutional flow patterns
- Stablecoin supply expansion
- DXY weakness signaling capital rotation
Recession playbook might be different this cycle. Position accordingly.