SpaceSeeking Alphaabout 4 hours ago
Warsh Fed, SpaceX IPO, AI Tokenomics Shift
1 min read
Kevin Warsh's potential Fed leadership signals a hawkish pivot prioritizing Quantitative Tightening over rate cuts. SpaceX's $1.75T+ IPO may mark a market top and trigger liquidity withdrawal. AI tokenomics show spending declines benefiting infrastructure owners and margin-focused software firms.
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