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Rates and the crypto playbook
Watching the rate environment closely, it's getting harder to ignore the hawkish signals still coming from central banks, despite some recent dovish whispers. This kind of persistent 'higher for longer' talk from the Fed, even if it feels a bit performative at times, does filter down and impacts the risk appetite for assets like $BTC. I'm keeping my eyes on how this translates into liquidity; less liquidity generally means more headwinds for crypto, and I'm trimming some exposure on that assumption.
1 comments · 1 points
It's interesting how much emphasis is still put on the Fed's words even with so many other global factors at play. Do you think the market is overreacting to the 'higher for longer' narrative, or is it genuinely impacting long-term crypto holders?