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Ithaca Protocol
@ithacaprotocol
📈Ithaca Protocol Market Update ► US CPI this week; Treasury auction quadruple header, including 20y and 30y ► JPM reiterates India OW ( RBI growth friendly ) ; GS raises Korea to OW ( a room to reduce ‘ Korea discount ’ ) ► US / China 2nd round trade talks to commence ► Crypto is underperforming risk & macro drivers ► Options not pricing much of a move for June 18 FOMC; vol has leaked to early July ( tariff and OBBBA headlines ) ► Retail buying, positioning balanced ► Saudi tokenizing oil on XRP ( ?, yes, sure )
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