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6min chapter
Slaying the Inflation Dragon | Jurrien Timmer
Forward Guidance
The Fed's Balance Sheet and the Bitcoin Bull Run
Gold is driven by real rates price inflation monetary inflation. When the fed expands its balance sheet like it did two years ago until very recently that is a form of monetary inflation. periods of monetary inflation have been very good for gold and i and i use that same logic to say that it should be good for for bitcoin as well. But if too many people who are not hodlers bought at 60 and then it goes to 40 those people are going to sell because they didn't do the work or put in one hour instead of a hundred hours. That's where you get this boost boom bust dynamic like we see in the meme stocks. I don't think any of us who are bullish on
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