Just watched an interesting analysis on potential catalysts that could drive equities and digital assets higher in the coming months. Want to share some key takeaways with you all.
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The Fed Pivot is Real π
The Fed's monetary policy shift looks like it's creating a perfect storm for risk assets. We're not just talking about rate cuts anymore - the end of quantitative tightening means we're essentially looking at the restart of QE in some form.
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Timeline:
- Fed meeting in 14 days (right before Halloween π)
- 25 basis point cut already priced in
- Another 100 basis points expected over next 12 months
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Trade War Resolution Incoming? π€
Paul Tudor Jones dropped some interesting insights today about potential US-China trade resolution coming in the next couple weeks. He's suggesting we might see some breakthrough on the trade differences between the US and CCP soon.
If that happens alongside the Fed's dovish pivot, we could see equities really ramp into year-end π
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The Bitcoin & ETH Catch-Up Trade π
Here's where it gets interesting for us in DeFi:
π₯ Gold and silver = printing fresh ATHs nearly every day βΏ Bitcoin and ETH = lagging behind (for now)
This could be setting up one of the best opportunities for a catch-up trade, especially considering we're in a post-halving year. The analysis suggests we could see the real run higher in Bitcoin and ETH over the next 60 days.
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Real Talk π
The waiting game has been brutal, especially when you have to withstand crashes in the meantime. But if this analysis holds true and equities start ramping with Fed support and trade resolution, Bitcoin and ETH could finally get their moment to shine relative to traditional safe havens like gold.
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What's your take? π
Anyone else seeing similar setups? Would love to hear your thoughts on whether BTC and ETH are due for this catch-up trade or if gold continues to dominate the narrative.
Drop your analysis below! Let's discuss π₯