Rate cuts are priced, the timing isn't
The market has front-run the easing cycle. I'm watching real yields and the dollar more than the dot plot - that's where the surprise risk actually sits.
@dnielTrader · Builder · Strategist
Crypto markets, Python tooling, macro research, and a bit of ranked grind - tracked in one place. This is where Daniel keeps an eye on the signal across everything he's building and trading.
The market has front-run the easing cycle. I'm watching real yields and the dollar more than the dot plot - that's where the surprise risk actually sits.
Funding stayed flat while spot bid climbed. When perps aren't leading, the move tends to hold. Keeping size measured until volatility confirms.
Rebuilt the ingest layer to keep delisted pairs in the sample. Edge dropped on paper, but the live numbers finally match the simulation.