Barinkruk (barinkruk)

BTC down and alts up will be poetic. Could happen though. Alts sold off in anticipation of BTC going down. Priced in. News flow was heavily skewed towards BTC , but that won’t last forever. OI has reset across the board.

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LDO, W and others up while BTC is down. Doesn't seem so crazy anymore, does it. We had months of BTC centric news while alts collapsed last 2-3 months in anticipation of what we are seeing now. Meaning alts/usd downside is more or less priced and ,imo, limited. I expect many alt/btc pairs to continue outperforming.

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I think memes will likely underperform in the 2nd half compared to other crypto sectors. Doge and some political memes are exceptions. Which sector offers a higher probability to 5x from here and which offers better protection against downside. It ain't memes to me.

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Brent Donnelly pulled up data in 2023 showing that whoever leads in a preelection year by a good margin rarely ends up winning. Biden will likely step down by the mid or end of this month, and Trump's win is not guaranteed. So, volatility is to be expected.

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