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Published 24 Jun 2026, 09:17 UTC · fetched 3 Nov 2026, 10:59 UTC
That Martini Guy ₿
@MartiniGuyYT
US Crude Oil has now dropped to around $71.73. The market is basically telling you it no longer believes the Middle East is an inflation problem. Oil is falling. Inflation expectations are falling. And the entire "higher for longer" narrative starts becoming harder to justify. The funny thing is Bitcoin has been falling while one of the biggest macro headwinds for risk assets is disappearing. Sooner or later those two things usually reconnect. That's what I'm watching.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 61634.49 / 62594.41 − 1 = -1.5%d × r = -1.5% (neutral only if the price is unchanged) → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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