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Bitcoin Breaks $40,000, What Next? | Quinn Thompson

Supply Shock

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Dollar Yen Exchange Rate and Interest Rate Analysis

The chapter analyzes the impacts of events like the treasury not issuing debt, low bank reserves, and the shift in borrowing to short-term T-bills on the dollar yen exchange rate and interest rates. It also discusses the current state of inflation, real interest rates, government spending, and their effects on risk assets.

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