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About this Episode
Ep173 Powell’s Pivot: Fed signals more rate cuts as labor cracks. Bitcoin pops past $112K on dovish vibes and QT slowdown.
Whale Wake-Up: Dormant BTC wallets reactivated. Exchange inflows spike—volatility incoming.
Cycle Distortion: COVID-era stimulus compressed the debt cycle. Traditional macro models are off-tempo and out of tune.
Whale Wake-Up: Dormant BTC wallets reactivated. Exchange inflows spike—volatility incoming.
Cycle Distortion: COVID-era stimulus compressed the debt cycle. Traditional macro models are off-tempo and out of tune.
No transcript available for this episode.
