Fractal_Monk – Medium

Fractal_Monk

Pinned

Fractal_Monk
in
Coinmonks

Tokenized Energy: Why Bitcoin is a new Economic Paradigm

High Energy use makes Bitcoin the perfect Store of Value

Jul 27, 2021

Tokenized Energy: Why Bitcoin is a new Economic Paradigm

Jul 27, 2021

Fractal_Monk

Major Bond Selloff Amidst Election Uncertainty

FED Trajectory: The Fed started its cutting cycle with a 50 bps double move but very strong labor data and warm inflation numbers since…

Oct 24

Major Bond Selloff Amidst Election Uncertainty

Oct 24

Fractal_Monk

FED Goes Big with 50 bps!

FOMC: The Fed started its cutting cycle aggressively with a 50 bps “insurance cut”. The committee median guidance is 100 bps of total cuts…

Sep 19

FED Goes Big with 50 bps!

Sep 19

Fractal_Monk

Latest Macro Updates

FOMC: The Fed is about to embark on a rate cut cycle next week amidst a slowing US economy and favorable inflation trajectory. They need to…

Sep 12

Latest Macro Updates

Sep 12

Fractal_Monk

Hot Inflation Data causes Massive Sentiment Shift and Repricing of FED Rate Cuts

There was a massive change in sentiment around risk assets over the last few weeks. In 2024, Jan and Feb CPI reports were hotter than…

Apr 27

Hot Inflation Data causes Massive Sentiment Shift and Repricing of FED Rate Cuts

Apr 27

Fractal_Monk

Risk Assets Continue the Party: Global Central Bank Outlook still Dovish Despite Mixed Data

The everything rally that started in Oct 23 has continued in Q1 24, and risk assets have enjoyed great returns with SPX, NASDAQ, Nikkei and…

Mar 23

Risk Assets Continue the Party: Global Central Bank Outlook still Dovish Despite Mixed Data

Mar 23

Fractal_Monk

Cautious start to 2024 as Cross Asset Everything Rally takes a Breather

The blistering cross asset rally over the last 2 months took a pause as the new year dawned with risk assets giving back some gains (lower…

Jan 5

Cautious start to 2024 as Cross Asset Everything Rally takes a Breather

Jan 5

Fractal_Monk

Confirmed Fed Pivot Accelerates the Everything Rally

There has been a sea change in the macro perception since the start of November as almost all major Central Banks have been signaling the…

Dec 15, 2023

Confirmed Fed Pivot Accelerates the Everything Rally

Dec 15, 2023

Fractal_Monk
in
Coinmonks

Risk Appetite Back As SPX Has One Of The Best Novembers In A Century!

Risk appetite is back in the market as the searing cross asset rally continues and economic data continues to be favorable for the end of…

Dec 1, 2023

Risk Appetite Back As SPX Has One Of The Best Novembers In A Century!

Dec 1, 2023

Fractal_Monk
in
Coinmonks

Crypto Overhang gone with Binance Settlement?

Macro

Nov 24, 2023

Crypto Overhang gone with Binance Settlement?

Nov 24, 2023

Fractal_Monk

Fractal_Monk

Trader, Strategist, Builder. Follow me on Twitter to get access to more content! https://twitter.com/Fractal_Monk

Help
Status
About
Careers
Press
Blog
Privacy
Terms
Text to speech
Teams