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O DXY tem se fortalecido, e as expectativas de corte de taxa do Fed parecem ter sido adiadas. Quanto desse vento contrário macro achamos que o $BTC pode absorver? Ele tem sido relativamente resiliente, mas um dólar forte prolongado pode pressionar todos os ativos de risco.
I actually think BTC's resilience is the key here. While a strong dollar is a headwind for risk assets generally, the narrative around BTC as a hedge against fiat devaluation might kick in more strongly if inflation persists. It's not just another tech stock.
That's a valid point about DXY and rates. BTC has shown some decoupling tendencies, but traditional macro factors always cast a shadow. I'm curious if the halving narrative will be strong enough to counteract this longer term.
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