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Published 19 Jun 2026, 12:14 UTC · fetched 6 Nov 2026, 14:19 UTC
Rand Group
@randgroup
In reply to · 19 Jun 2026, 12:08 UTC · context given to the AI
@randgroup Every time real inflation fear peaks and fades without the Fed hiking, risk assets go on a run. Happened in late 2023, happening again now. $ETH and $SOL were the big winners last time breakevens rolled. Not seeing a reason this cycle is different.@rikurandgroup The liquidity playbook runs the same every time breakevens roll without a hike. $ETH and $SOL caught the last one perfectly... risk assets front run the Fed pivot narrative before the first cut even lands.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 1725.18 / 1693.69 − 1 = +1.9%d × r = +1.9% (neutral only if the price is unchanged) → correctOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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