Macro· ★★★· bullish·

Cathie Wood Predicts Deflationary Tech Boom, Bigger Role for Bitcoin

  • —Wood projects real US GDP growth could exceed 7% annually
  • —AI inference costs have fallen more than 99% per year
  • —Truflation index shows 2.5% inflation vs 3.7% official PCE
  • —Wood expects oil at $30–35 a barrel once the conflict subsides
Why it matters: If Wood is right, deflationary growth and a yield curve inversion would be bullish for equities and bitcoin.
Source: Metaverse Post