@jakeclaverqfop: No equity is expected to be safe during a reverse carry trade unwind. The thesis is a global repricing as tens of trillions leave the system, and a stronger dollar could cut the value of stocks and real estate further. Memory and energy would not be exempt. One view is that spot XRP ETFs offer exposure for stock account holders who believe XRP benefits from debt restructuring. This is one opinion, not advice. Talk to a financial advisor.

Jake Claver

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Monday 09 November 2026 15:06:07 GMT