Group of Fools

The author argues that G7 central banks will cut rates to narrow interest rate differentials and weaken the dollar-yen pressure, and that this will spark a crypto rally. The argument rests on the BOJ's 0.1% policy rate against 4-5% elsewhere, and on the BOC and ECB rate cuts made while inflation was above target. The author expects the Fed and BOJ to hold rates in June and predicts a BOE cut, and says the author's own Maelstrom portfolio projects and synthetic-dollar holdings will be redeployed into crypto, with Bitcoin and altcoins named as the trade.