That’s the carry trade, and it’s unraveling right now—shaking global markets, hitting Latin America hard, and creating opportunities in the Nasdaq and Bitcoin.
From my perspective, today’s environment feels a lot like 1998: global instability, fear of U.S. recession, and central banks injecting liquidity. Back then, that mix didn’t lead to a crash — it sparked the dot-com bubble. Today, we’re seeing something similar with AI and crypto. When fear meets liquidity, speculation surges. And just like in the late ’90s, the bubble may be part of the setup — not the end — for the next big financial shift
Think assumption that liquidity from carry trade unwinds will flow to US tech stocks in the current climate is pretty contentious…
From my perspective, today’s environment feels a lot like 1998: global instability, fear of U.S. recession, and central banks injecting liquidity. Back then, that mix didn’t lead to a crash — it sparked the dot-com bubble. Today, we’re seeing something similar with AI and crypto. When fear meets liquidity, speculation surges. And just like in the late ’90s, the bubble may be part of the setup — not the end — for the next big financial shift
Bitcoin definitely is the best option, not only for Latam, but also for the world. It empowers the citizens and give them
Real
Value (sound money) and sovereignty on their assets.