The Milk Road Show

Is the Strong Economic Data a Mirage Right Now? w/ Stefan Rust

13 snips
May 5, 2025
Stefan Rust, CEO of Truflation and former head of Bitcoin.com, dives into the intriguing disparities between government inflation data and Truflation's blockchain-powered metrics. He reveals that while the Fed cites a 2.4% inflation rate, Truflation shows just 1.45%. Rust discusses the need for accurate data in investing, explores strategies amid economic uncertainty, and critiques traditional metrics like GDP and CPI. His insights highlight the evolving landscape of economic data and its implications for the future of cryptocurrency.
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INSIGHT

Economic Shift and Innovation Rise

  • The global economic landscape is shifting dramatically between US and China powers.
  • Innovation in AI, crypto, and DNA is accelerating as regulatory hurdles lessen.
ADVICE

Crypto Investment Strategy

  • Stay invested in crypto, including Bitcoin, Solana, and ETH, despite market ups and downs.
  • Continue dollar-cost averaging because upside potential exists, especially in big tech and layer two companies.
INSIGHT

Employment and Rate Cut Outlook

  • Current employment data indicates a strong market, though payroll numbers have accuracy issues.
  • A potential surprise interest rate cut could occur soon based on market bets and fiscal refinancing needs.
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