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Crypto market thoughts:
Everyone seems to think the market will go lower, but I don’t see how that could happen with a new fed chair starting in 7 weeks
Since 1939 no fed chair cast a dissenting vote, meaning that if Kevin Warsh wants to cut rates, he will find the votes he needs
AI is going to supercharge the economy over the next decade, meaning rate cuts SHOULD happen, because the economy is growing
Rate cuts happened in 2020 which lead to a massive 2021 bull market, so I could see end of 2026 being similar to the end of 2020