#FOMC
market agrees fed will hold rates steady
Which leaves Q3 (Sept) & Q4 (Dec?) for the anticipated 2cuts for this year.
market agrees fed will hold rates steady
Which leaves Q3 (Sept) & Q4 (Dec?) for the anticipated 2cuts for this year.
$FCPO update
1W: resisted by major DTL
2H: lots of two-side trading, minor wedge breakdown & retest
📝 barring a fed cut, likely remain in weekly sideways range 3.6-4.1k
1W: resisted by major DTL
2H: lots of two-side trading, minor wedge breakdown & retest
📝 barring a fed cut, likely remain in weekly sideways range 3.6-4.1k
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i have this habit of making an interim life review end-June.
imagine adjusting the levers for each life categories—
slow down those in gear6,7
ramp up those in gear1,2
adjust according to my annual goals.
most of the time, I’ll find that I’ve planned too much in Jan & achieved too little by June each year. 😂 id then know what i need to work more on…
by the end of it, I’ll feel fine tuned for 2H2025. like driving a well-oiled car…🚗 💨
happy long weekend 🥂
imagine adjusting the levers for each life categories—
slow down those in gear6,7
ramp up those in gear1,2
adjust according to my annual goals.
most of the time, I’ll find that I’ve planned too much in Jan & achieved too little by June each year. 😂 id then know what i need to work more on…
by the end of it, I’ll feel fine tuned for 2H2025. like driving a well-oiled car…
happy long weekend 🥂
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$BTC
this is like the quietest peak in Bitcoin history
both network activities & fees are as low as when we’re <$30k
retails are almost entirely not in BTC even as we hovers above 6fig price line. they will be so late, maybe will FOMO in when blackrock creates some hype to unload to them at $200k (possibly when Strategy joins S&P)
so late….🥲
this is like the quietest peak in Bitcoin history
both network activities & fees are as low as when we’re <$30k
retails are almost entirely not in BTC even as we hovers above 6fig price line. they will be so late, maybe will FOMO in when blackrock creates some hype to unload to them at $200k (possibly when Strategy joins S&P)
so late….🥲
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Forwarded from jeanne.k
Global Investment Theme 2H2025
Generative AI
AI Hyperscalers
AI software
AI infrastructure
Generative AI
AI Hyperscalers
AI software
AI infrastructure
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