This report analyzes the Fed’s decision through the lens of macro flows, the transition of metals from cyclical trades to structural hedges, and the growing divergence between real assets, equities, and crypto. It also looks at the role of the dollar, real yields, and AI capex.

A technical read aimed at putting extreme price levels into context, avoiding poor timing, and building probabilistic scenarios — not chasing short-term noise.

#Binance #MacroAnalysis #MarketStructure