Macro Strategy Insights

Election Update

I just finished an hour on TV. Not sure I’d do that again – it was stressful. Also, I’m not sure they would ask me again🙂, but oh well. Prediction markets have hit as high as 87%. It does feel like Bitcoin has been the “Trump Trade” leader and other markets have been following its lead. I think that we can safely say no blue wave. Even if Harris wins (not impossible at this stage), she has not been handed a big mandate and will likely have a Senate that needs to be treated nicely to get things done. Is it ... Election Update

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