Tim Grant (Galaxy) on Europe and Beyond
Galaxy Brains
Bitcoin: A Clock Climbing Around the Mid-30,000s
The threat of re-inflation is very real and the Fed is hyper aware of that risk. And they are going to stay higher for longer because that's what the economy necessitates. Since the Bitcoin and T-F-new came out, all crypto assets have done well. So it's a really crowded trade that's done really well at the dead highs.
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