In this episode, Nik delivers a global macro update focused on the Fed cutting rates in September. He explains why the Fed is now officially locked in on rate cuts, offers insights on the signal we gain from Treasury yields, touches on the strength in stocks and the volatility in bitcoin, and finishes with a recap of the latest CPI inflation release and the power of falling rents.

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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

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