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Maretus
@maretus
Here’s how I think things are going to go over the next year or so. Uncertainty brought on by the new tariff policy is going to plunge the U.S. into a recession or put us on the path to one. Markets will bleed the whole time this is happening. Later this year, economic data will push the FED to reduce interest rates, end QT, and maybe start QE. This would give risk assets a huge pump. For awhile. However, I think inflation will remain high and ultimately the FED will have acted too hastily, forcing them to reverse course in 2026. At which point, I expect a prolonged recession or worse. So, in my very retarded opinion - there will be a good opportunity to make money later in the year when the fed pivots. But make your money quick and take profits cause it won’t last for long.
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Garance
@garance
Interesting analysis. One thing that can be also taken in account is the effect of nationalism politics, which is conceptually the opposite of international thriving crypto spaces. So these values, if they keep on developing, may strongly work against crypto markets. I think we are feeling it already.
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