Oddbean new post about | logout
 Nothing has changed for me from a macro standpoint. 

I expect economic growth, inflation, and global M2 to all mildly accelerate from here, which is generally good for risk assets and should be fantastic for bitcoin. 
 thank you dr 
 Maybe more like semi-aggressively but in mild terms haha 
 With this "unexpected print" do you think the fed will still make some cuts for the remainder or 2024 or pause? 
 Thanks, I still wonder if I'm over exposed every time BTC is down 
 Just buy spot and live within your means. If you do that, you’ll never be over exposed. 
 wow thank you! 
 58K gang is back