The macro shifts are gearing up for a wild 2025. While many are fretting about the economy, the indicators are that we will see a lot liquidity being injected.
In this video I discuss how this is ideal for both crypto and high PE tech. This is where the major beneficiaries reside. With the adding liquidity, we will see a funding of economic growth that will, eventually, take over.In the meantime, the high flyers move first, preceding the economy.
We started to see this process unfolding as the carry trade in Japan started to unwind. This pushed the USD down (lifiting the Yen). It is the start of what will ultimately give China cover to ease.
▶️ 3Speak
