NCI: Printing money in global markets w/ Alex Kruger
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Evolution of Banking Reserves and Potential Return of Quantitative Easing
This chapter explores the implications of Quantitative Tightening (QT) on bank reserves and the possibility of a return to Quantitative Easing (QE) due to strain. It delves into the mechanics of bank reserve requirements, liquidity's role in banking, the evolving narratives around Bitcoin, and potential central bank involvement in owning Bitcoin. Additionally, it discusses Solana, the concept of escape velocity in blockchain projects, market dynamics of Solana, risks, and the emerging trend of meme coins on the Solana network, concluding with insights on Ethereum's bearish and bullish aspects, including discussion on an Ethereum ETF and comparisons with Bitcoin.
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