Jurrien Timmer

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Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp

@TimmerFidelity · ID 2918307101

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观点与言论

核心议题立场矩阵基于 3 个核心议题 · 78 条观点

技术中立

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Layer2强支持

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账户抽象中立

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Jurrien Timmer @TimmerFidelity · 2026-08-28 22:39看多

Bitcoin has held the floor of its power law curve and has now corrected long enough to satisfy the time element of its mild 4- year cycle winter. https://t.co/M6QHRWDfA8

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Jurrien Timmer @TimmerFidelity · 2026-08-28 17:07看多

Bitcoin is now testing resistance at the $80k mark. A breakout above that level will confirm a double bottom. https://t.co/QOi9FCU7hy

Jurrien Timmer @TimmerFidelity · 2026-08-28 02:00看多

Based on global liquidity growth, gold is worth at least $5k and likely more if the global money supply reaccelerates. https://t.co/nBZChXBcWI

JUJurrien Timmer @TimmerFidelity · 2026-08-27 14:05中性

In recent weeks both gold and Bitcoin have become less correlated to equities and bonds, which is good to see. https://t.co/709BbebE1b

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JUJurrien Timmer @TimmerFidelity · 2026-08-27 10:40中性

Gold and Bitcoin have been the momentum laggards all year and are now catching up. I believe they have plenty of room to run. https://t.co/g2HurTF2R2

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JUJurrien Timmer @TimmerFidelity · 2026-08-27 07:04中性

It’s telling that the Treasury’s actions last week to buy back more long-dated paper and issue more Bills took down the dollar and caused both gold and Bitcoin to soar. The market senses a slippery slope towards fiscal dominance and a possible loss in Fed

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