dirtyretrace (@dirtyretrace) 's Twitter Profile
dirtyretrace

@dirtyretrace

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calendar_today26-06-2011 11:18:19

442 Tweet

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dirtyretrace (@dirtyretrace) 's Twitter Profile Photo

the idea of alts being backed by long-end treasuries is why the US government actually cares about crypto—it gives them a new way to push debt globally.

dirtyretrace (@dirtyretrace) 's Twitter Profile Photo

The Fed’s signaled many times they care more about PCE than CPI—it’s broader and tracks consumer behavior better. With BLS under scrutiny after the NFP mess, PCE might carry even more weight now. Next release: Aug 29, 8:30 ET.

The Fed’s signaled many times they care more about PCE than CPI—it’s broader and tracks consumer behavior better. With BLS under scrutiny after the NFP mess, PCE might carry even more weight now. 
Next release: Aug 29, 8:30 ET.
dirtyretrace (@dirtyretrace) 's Twitter Profile Photo

every bullish alt call needs one justification: who’s the marginal buyer? if your thesis doesn’t map how capital can actually reach it — through ETFs, indices, or broker rails — it’s not analysis, it’s wishful thinking in illiquid markets.

Steve Hou (Consume Less Involuntarily) (@stevehou0) 's Twitter Profile Photo

I don’t know anything about oil. The one lesson I learned from 2022 was whenever oil folks start talking about “paper vs physical markets” or “paper market getting it all wrong” that it’s time to run as far away from oil as I can and take comfort that the worst is basically over.