Published 10 Sept 2026, 21:18 UTC · fetched 3 Nov 2026, 11:01 UTC
CRG
@MacroCRG
Quoting · 10 Sept 2026, 13:52 UTC · context given to the AI
Selling Bitcoin here is making a bet that Bessent just gives up, and lets the market work it out. He literally said "I am the house now" yesterday. He has telegraphed financial repression, and hard assets will continue to move up as he ups the ante. There are various paths of differing speeds to much higher prices for Bitcoin, Gold and ZEC, but we end up at the same destination. When you have put in a cycle bottom, you don't need to time anything, the early dips are still some of the best opportunities you will get when looking ahead 18 months. The worst thing you can do is panic sell the first shakeout, as we work our way through disbelief. Hold onto your hard assets. You will need them.🎯 I agree w @LDNCryptoClub chads in saying that in current environment: yields up is good for BTC (outside short term vol) yields up —> market telling us Bessent buybacks are not enough —> gonna need a bigger boat —> BTC to the moon https://t.co/emHmmxfljvView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 77106.24 / 77125.98 − 1 = -0.0%d × r = -0.0% (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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