@jakeclaverqfop: The reverse carry trade unwind is expected to happen fast, not in layers. A sudden band-aid pull creates the crisis that forces the shift to real-time settlement and XRP adoption simultaneously. That crisis also gives Warsh cover to lower interest rates and reduce money supply while velocity picks up through blockchain infrastructure. The short term pain is the catalyst for the structural transition.

Jake Claver

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Monday 31 August 2026 19:02:52 GMT