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@ MrDecentralize
2025-02-12 14:06:22
The Fed’s rate cut narrative is crumbling fast. With inflation heating up again—especially a +0.5% MoM jump—the idea of imminent cuts is off the table. The market was pricing in multiple cuts this year, but this kind of data forces the Fed to stay hawkish longer.
Higher for longer just got real. Bond yields will spike, risk assets will correct, and any remaining hope for a “soft landing” will start fading. This also reinforces #Bitcoin’s case as an inflation hedge—because if the Fed is trapped, the long-term bet on hard assets only gets stronger.