Oddbean new post about | logout
 Don’t underestimate the importance of resurgent Chinese liquidity. 🇨🇳 

Also, recall that #Bitcoin is The Great Absorber of Liquidity. 

Cheers. 
 One small move …. And ….    I’m thinking of Japan just barly nudging up their rate a month ago. 
 Will this not raise commodity prices? 
If so, inflation picks up, and no more rate cuts? 
What am i missing? 
 Bitcoin, the quicker picker upper. 

Iykyk 
 we are really close to being forced to ride the rocket dr. jeff 
 Can’t forget.  Won’t forget.  Engines are really revving now.  Uptober here we come.