Lyn - transitional macro phase, fiscal dominance - as long as energy is cheap there is a lid on inflation - room for rate cuts - unnecessary animosity b/t gold and BTC holders - no retail demand for BTC this cycle - bearish on broader crypto, $1T in alts overvalued - AI is deflationary on white collar work - GDP growth is concentrated

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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