Postaus

Going to just keep this very clear RE: what views are atm so there is no confusion w all my posts I am very long btc. My stance is that in the current mkt predicament, only 2 scenarios exist: 1) somehow oil & yields resolve positively by themselves & in which case the broader environment is risk-on incl BTC, or 2) Bessent is pinned by yield & oil forces to re-escalate on his mission to cap the long-end (paradoxically, as these inputs go up, the need to intervene goes up as well). #DailyOrbit