It is the only trade that makes mathematical sense.
People ask me what my "edge" is.
It’s actually really simple. I don't try to out-trade the quants (I don’t trade at all). I just watch the liquidity.
Right now, the math is inevitable:
1. Japan’s bond market is breaking (forcing them to print). 2. US interest expense is exploding (forcing them to print). 3. China is stimulating (printing). I don't care what the "sentiment" is today.
The world is drowning in debt, and the only way out is debasement.
I’m betting against central bankers and longing hard assets such as bitcoin (not literally long just my asset of choice!)
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I am essentially shorting the Federal Reserve.
It is the only trade that makes mathematical sense.
People ask me what my "edge" is.
It’s actually really simple. I don't try to out-trade the quants (I don’t trade at all). I just watch the liquidity.
Right now, the math is inevitable:
1. Japan’s bond market is breaking (forcing them to print).
2. US interest expense is exploding (forcing them to print).
3. China is stimulating (printing).
I don't care what the "sentiment" is today.
The world is drowning in debt, and the only way out is debasement.
I’m betting against central bankers and longing hard assets such as bitcoin (not literally long just my asset of choice!)
And I like my odds.