rate-cut expectations is supporting carry strategies: reading the Live news: tape
Risk is easiest to ignore precisely when it is most expensive.
Builders and treasuries should track rate-cut expectations even when social feeds obsess over institutional desks.
Even when feeds obsess over “Live news: Bitcoin remains under pressure as CoreWeave, Nvidia lead AI rebound,” the durable question remains process versus prediction.
Liquidity still decides how far any catalyst can travel.
Risk is easiest to ignore precisely when it is most expensive.
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