Alright so we are getting another round of market top tweets so let me go through a few data points im looking at. if you remember this chart i posted in early 2025, the key to finding a top is going to be directly related to the NFP prints, once they start going into negative then thats a trigger for hedge fund bros to start derisking out of their risk assets. Once labour market continues to deteriorate we get faster rate cuts as a reactionary action by the fed, and at some extreme we find the bear market bottom during this process (maybe when they start QE as a safety measure). But if the post covid market is anything to go by, i dont think its going to be as simple this time. I have skewed odds towards these weak labour numbers being a short term issue, and when the NFP print rebounds higher we should see risk assets fly again as a reaction to positioning and sentiment. IMO these are short term issues largely influenced by tariff shock, and i don't expect tariffs to...
7.89K
44
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.