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Ahead of NFP today think there’s asymmetric risk for a weaker print Market priced for hikes and labour market assumed robust and so Fed can squarely focus on inflation Strong print and market just firms up Sep hike A weak print however and the rates curve could sharply re-price That would see yields lower, dollar dump, risk pump That would be the catalyst for Bitcoin breaking this 65/67k resistance zone If you’re on the conspiratorial side of data being manipulated to suit policy, this would be the one Bessent and Warsh want weak to cap yields, the dollar and ease pressure on JPY.