2 friends. Combined 38 years experience in central bank / macro sales and trading. Helping you navigate crypto. Check out our free newsletter, link below.
Mar 22, 2023 • 9 tweets • 2 min read
💀 QE or Not QE, that is the question
Lots of questions on whether recent Fed actions are QE or a “real” liquidity injection and what’s the transmission to risk
TLDR: It’s not QE but it is a real liquidity injection which pushes investors into risk assets
A Thread🧵
1/n
First point. Mechanistically, it’s not QE
QE is effectively an asset swap - bank reserves in return for treasuries - with a monetary policy objective (to lower interest rates across the yield curve)
2/n
Mar 22, 2023 • 12 tweets • 4 min read
Wednesday Top Crypto News
Everything you need to know in one short thread…
In case you missed it, check out yesterdays thread on crypto market microstructure 👇🏼
Here’s some brilliant analysis from Kaiko that I’ve summarised.
A must read thread for crypto traders. 👇🏼
Volumes - Amid last weeks broad market rally, #Crypto trade volumes reached their highest level since the FTX collapse.
Mar 21, 2023 • 10 tweets • 6 min read
Tuesday Top Crypto News.
Everything you need to know in one short thread…
According to the Wall Street Journal (#WSJ) Coinbase Global (#COIN) told clients on Monday it’s no longer supporting #Signet, the real-time payments network of failed #SignatureBank.
Mar 20, 2023 • 10 tweets • 6 min read
Monday Top Crypto News.
Everything you need to know in one short thread…
The new episode of our newsletter was released last night, which includes our take on the current #macro environment.
