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125. Why Balaji Is WRONG About Bitcoin and Hyperinflation

Alfalfa Podcast

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The Fed Funds Target Rate

The market already priced in the 25 base point rate hike and Powell kind of resetting expectations No, it went exactly as I thought it would because it was pretty predictable. The bigger thing at play right now is like understanding how Liquidity is changing as like the fed balance sheet increases with the btfp B versus You know the landscape that we're looking at that just looks incredibly bearish but then you have this new injection of liquidity question mark.

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