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The Hivemind explains why fixing America’s finances could be bearish for crypto. “The U.S. getting its house in order is kind of the bear case for crypto. But that’s never going to happen.”

Delphi Digital

1,566,691 subscribers

51,554 次观看 • 5 天前 •via X (Twitter)

新闻政治财经科学技术

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5 条评论

고조 체인 的头像

고조 체인5 天前

crypto’s most reliable tailwind being fiscal dysfunction is a grim thesis

Omega 的头像

Omega5 天前

The US getting its house in order is kind of the bullish case for the entire global economy, and a well fed world is good for crypto.

Nam Đầu Tư 的头像

Nam Đầu Tư5 天前

Nếu Mỹ thực sự cắt giảm thâm hụt, lãi suất trái phiếu giảm, dòng tiền rời khỏi BTC tìm về tài sản truyền thống sinh lời an toàn hơn.

LoopThatMarket 的头像

LoopThatMarket5 天前

The bear case for crypto is the US fixing its finances. So your whole position is a bet on deficits.

SkillHub 的头像

SkillHub5 天前

The premise only holds if crypto's core use case is hedging against institutional failure. That framing already concedes the space has no product-market fit in functioning economies.

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