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RECAP:

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• Fugazi Markets: buy at whatever price, trend/central banks are your friends

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• Evidence of market craziness mushrooming: density of market nutcases is informative. It is a seismograph of compounding market instability

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• Transitioning to a new market system. The next crisis could resemble the 1971’s End of Bretton Woods more than Dot.Com or GFC. The new capital markets emerge from the ashes of the old.

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• The 60/40 balanced portfolio is unsustainable: alternative sources of income are both badly needed and available in the digital world. At scale.

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• Future-proofing 60/40 portfolios with high-tech infrastructure + data centricity. Embrace the Digital Future today.

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• Two mega trends: Digital Lending (FinTech innovation, ‘’Platformification’’ of credit, AI-supremacy) + Digital Assets (cryptos, blockchain, DeFi).

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• FinTech vs DeFi: tech-enhance the legacy financial infrastructure VS reinventing it from the ground up.

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• Digital disruption is the emerging property of a system in chaotic transitioning to a new stable state.

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• Regulation to come (in whatever form) as final seal of approval for emerging technologies, leading to mass adoption

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Read also our research on Digital Future at this link

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