Tyler Hill Crypto
Markets are quietly pricing in a full easing cycle, with Fed funds near 3% by next October.That path implies at least six cuts from current levels, setting up one of the steepest rate declines in decades.If inflation stays contained, liquidity rotation could accelerate, and Bitcoin becomes the high-beta play on that convexity.The risk? Sticky core CPI keeping real yields high and delaying the melt-up everyone’s waiting for.
1 week ago | [YT] | 45
Tyler Hill Crypto
Markets are quietly pricing in a full easing cycle, with Fed funds near 3% by next October.
That path implies at least six cuts from current levels, setting up one of the steepest rate declines in decades.
If inflation stays contained, liquidity rotation could accelerate, and Bitcoin becomes the high-beta play on that convexity.
The risk? Sticky core CPI keeping real yields high and delaying the melt-up everyone’s waiting for.
1 week ago | [YT] | 45