An interesting take on what could shake up markets right now. Greene's pointing out that the bigger risk we should be eyeing isn't necessarily weaker demand pulling the economy down—it's actually the slowdown in disinflation that poses a tougher challenge. Think about it: inflation coming back down has been driving a lot of optimism. If that momentum stalls, it changes the whole narrative for interest rates, asset prices, and everything tied to monetary policy.

This kind of macro shift hits differently for crypto markets. When disinflation expectations falter, it affects how traders price in future Fed moves, which ripples through Bitcoin, altcoins, and the broader digital asset space. The thing is, weak demand is painful but predictable. A stalled disinflation trend? That's more chaotic because it rewrites assumptions about where we're heading. Markets hate that kind of uncertainty.

Worth keeping tabs on as these narratives develop.