Notas del episodio
Description: Something big is shifting beneath the market’s surface, and most investors haven’t noticed it yet. If you’ve been wondering why the Crypto Sell-Off feels sharper, faster, and more chaotic than usual, this episode breaks it down in a way you won’t hear anywhere else.
We’ll talk about:
- The hidden growth scare quietly dragging risk assets down
- Why the rising dollar is choking liquidity faster than investors realize
- The AI trade’s sudden unraveling — and how Nvidia unexpectedly became the “market stabilizer”
- A prediction on whether this sell-off is a short-term shakeout or the early stages of something bigger
Keywords: crypto sell-off, market performance, DXY, Nvidia, AI bubble, Fed rate cuts, systematic strategies, ARKK, recession ris ...