Global Macro Edition
Well explained. Thank you for your hard work. Could you please explain how Options expiry are affecting the crypto market for better understanding? Thank you again.
Great analysis! It is important to look at the crypto markets in the context of the other financial markets.
What the future holds? A cap on the yield curve and a shift towards Modern Monetary Theory? The introduction of stricter regulation (travel rule) could also have an impact on the crypto markets. Not easy but exciting ;-)
Thank you for this analysis, great work. I also think there would be a delay of consumer spending (savings) due to employment prospects and underemployment figures. I would think if there is uncertainty of employment numbers, everyone will hold savings until there is better security of employment and general employment numbers increasing. I would also believe the velocity of money will be affected too. Someone else explained that banks are also holding back money from circulating and so too the velocity of money. So with these other conditions, inflation may be low and the short spikes depending on the above indicators.
I look forward to your next report, cheers.
Thank you for these market gems :)
Another fantastic insight from Uncharted!
Thank you very much for another detailed report. Amazingly well made!
I am waiting for a new Uncharted ❤️
Good day, it's very interesting to wait for the continuation!
real good perspectives
Great insight, thanks for putting the effort to write this amazing newsletter <3
great analysis, thanks a lot!
Very appreciate for your great work.
And... I found Wally ;-)
Amazing as always, much appreciated, thank you.
great research again!
Going forward, either consumers invest more or they spend more of their stimulus. Aren’t both good for btc?