Interesting thread. The part about liquidity fragmentation gets overlooked in most of these discussions. Everyone focuses on the rates but not on where the actual flow is going.
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Interesting thread. The part about liquidity fragmentation gets overlooked in most of these discussions. Everyone focuses on the rates but not on where the actual flow is going.
Glad you caught that. Exactly, while everyone is busy watching the Fed, they miss big moves like Microstrategy’s recent 535 BTC buy. That's a huge clue on where the actual flow is heading straight into deep cold storage. Glad you enjoyed the thread🥂