Powell just dropped a historic signal at Jackson Hole ā the old economic playbook is officially dead.
Hereās the dilemma he laid out:
āļø Fragile Jobs Market ā Propped up by immigration shifts, but hanging by a thread.
š„ Stubborn Inflation ā Tariffs + structural pressures keep prices sticky.
This puts the Fed in a no-win corner:
š Ease too quickly ā risk round two of inflation.
š Stay too tight ā risk breaking the labor market.
š” My takeaway: Rate hikes are over. Powell didnāt spell it out, but the tone was clear. Cuts? Only if the data cracks hard.
What this means for us:
šµ The dollar likely stays firm near-term.
š But the moment job data rolls over ā the market will flip instantly to pricing cuts.
And thatās where the real breakout trade comes in.
#Bitcoin is built for these liquidity swings. Not just a relief rallyāthis could be the start of a fundamental tailwind for digital assets in a new macro era.
š Bottom line: Weāre entering a market regime where Bitcoin isnāt just speculationāitās the ultimate liquidity hedge. š
#JacksonHole #Market #Cryp #BTC
