Macro, issuance, and the context that NOBODY WANTS TO LOOK AT.
🗞 The dominant narrative talks about CATASTROPHE: Uncontrolled inflation, imminent crisis, collapse of the system.
But when we look at the real data, the picture is different. INFLATION not only did NOT EXPLODE, but it FELL.
👉 Especially core inflation, which is what really matters for monetary policy.
With controlled inflation and rising unemployment, the Federal Reserve has room.
🔹️Room to issue, to lower rates later, and to flood the liquidity system again.
This is not an opinion:
It is the basic functioning of the current system.
🪙 The issuance of money has already begun.
Not once, but several times. And it will continue. Because the system needs it to sustain itself.
To this is added an increasingly clear and favorable regulatory context, especially in the United States.
🇯🇵 Japan, rates, coordinated movements among central banks: EVERYTHING IS PART OF THE SAME BOARD.
📊 Wall Street does NOT play with emotions, it plays by its own rules.
And those rules indicate that LIQUIDITY IS FLOWING BACK.
In that scenario, scarce and decentralized assets are not a trend. They are a logical consequence.
📆 The cycle can be prolonged, transformed, or change shape, but THE MACRO CONTEXT IS PUSHING IN ONE DIRECTION.
Ignoring it, perhaps, is not understanding the system.
