Published 1 Oct 2026, 17:45 UTC · fetched 12 Oct 2026, 06:27 UTC
The Wolf Of All Streets
@scottmelker
Quoting · 1 Oct 2026, 15:59 UTC · context given to the AI
The Daily Wolf On Yahoo Finance https://t.co/omSU4XbDijThe bond market isn't buying one good inflation report over fiscal risk, and $BTC is the beneficiary "The bond market is an absolute mess right now. So it's not necessarily, I would say, rejecting the inflation report because that's just one PCE report." "But what it is saying is that one good inflation report cannot offset expensive oil, strong growth, government borrowing, and long-term fiscal risk." "So you would think, once again, that in a world where bonds are dumping and interest rates are flying, Bitcoin would be under pressure because it's supposed to be a risk asset. There's less liquidity, situation is tightening, all those things." "But if interest rates are rising and bonds are dumping because people no longer believe in the system and are afraid of fiscal dominance and irresponsibility and monetary irresponsibility, that's actually what Bitcoin is built for." "And in my mind, that's why Bitcoin is doing so well. And it's, of course, doing it so well right on time for the train to leave the station for the next bull market, if you do believe in the cycles. What a time to be alive, right?"View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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