CT thinks there is a >50% le bull run is over. some off the top catalysts that can happen this year, or come onto the horizon that requires a change in current pricing:
shmacro: - Trump returns to white house - seized BTC not sold down ( but no SBR) - cyclical peak in the $ - cyclical peak in yields - scaling laws continue and ai drives indices higher - crypto specific regulation (namely market structure bill) - staked ETH ETF (big imo) - SOL ETF - Zuck buys btc
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