4 Comments
Apr 20, 2022Liked by Ecoinometrics

Great analysis. Lyn Alden said, during times of greatest uncertainty investors like cash and bitcoin is one of the most liquid assets that trades 24/7 and can be converted to cash. Hence Bitcoin easily sells off in times of stress. It’s a bummer that the SOV narrative for Bitcoin is now gone or you have to have a multi year horizon.

Expand full comment
author

Yep, great point about the liquidity aspect of Bitcoin.

Hopefully we won't have to wait too long to see a new parabolic move. Probably all it takes is some reset and the start of a new QE cycle.

Given that the Fed has very little wiggle room to do anything maybe it isn't that far away.

Expand full comment
Apr 20, 2022Liked by Ecoinometrics

Maybe the Fed changes the game to 3% inflation target. There is an article on Business Insider talking about this. I can't post a link. Mohamed El Erian from Allianz is pitching it. I did a twitter poll about and tagged you in it. :)

Expand full comment
author

Yep I've seen this one. Possible, after all having a higher average inflation helps with managing the debt.

Expand full comment