AI Snips
Chapters
Transcript
Episode notes
Temporary Fed Liquidity Isn't QE
- The Fed's BTFP liquidity is temporary and structured as loans, not unencumbered QE.
- That liquidity will likely be withdrawn later, reducing market liquidity and pressuring risk assets.
Park Capital In T-Bills During Choppy Markets
- Do consider moving capital to short-term T-bills instead of staying fully exposed to crypto.
- Holding cash near 5% yields lets you sit out volatility and buy on deeper dips.
Trading Burnout vs. Buy-and-Hold Gains
- Speaker 0 described multiple breakdowns from active trading and said a buy-and-hold ETH from last summer would have outperformed his trading.
- He uses that experience to justify holding some cash and reducing active exposure.