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Could the Fed's next move change everything for investors? While most market participants expected interest rate cuts this year, the possibility of a Federal Funds Rate hike is gaining attention. In this video, we break down why the Federal Reserve may be forced to keep rates higher or even raise them, including concerns around inflation, rising energy prices, and efforts to support the bond market.
We also explore what a Fed rate hike could mean for the stock market, Bitcoin, and the broader crypto market. How would tighter monetary policy impact liquidity, risk assets, and the outlook for future money printing? If you're following macroeconomics, interest rates, bonds, stocks, or digital assets, this is a discussion you won't want to miss.
#Fed#InterestRates#Crypto#StockMarket#bondmarket
What’re your feelings on gold after rising 135% over the past 5 years?
It’s clear to me that gold’s rally has a lot to do with growing mistrust in Treasury bonds. Do you think we’ll see demand for bonds return, or will nation-states and other entities continue choosing gold—a neutral reserve asset—over U.S. Treasuries, leading to a continued rally?
#gold#bonds#investing
Some negative catalysts weighing on Bitcoin right now.
The probability of a Fed rate hike in 2026 is rising, currently at 61% on Polymarket. When rates rise, liquidity drops—not great for Bitcoin.
The odds of the Clarity Act passing in 2026 have dropped to 48%. If it doesn’t pass, it could slow institutional adoption.
The U.S.-Iran conflict is also having trouble finding a resolution. Reports are now coming out that Iran has reportedly left negotiations with the U.S. in Switzerland. Fundamentally, times of conflict should benefit Bitcoin as an uncorrelated asset. However, we’re seeing most investors continue to treat Bitcoin like a risk asset and a leading indicator for risk, especially when it comes to weekend events.
Three catalysts to watch moving forward.
#bitcoin#fed#clarityact#USIranConflict#polymarket
@APompliano Trading seems mentally exhausting and time consuming. Holding for the long term... a lot easier. You can use that time and energy somewhere else.
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