Gmonad
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I just minted a limited edition Cloakie and joined the waitlist. Privacy features are coming to Farcaster.
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A lot of people are calling top, but I believe the real inflection point will come sometime next year. If you look back at Trump’s first term, the cycle didn’t fracture early. It fractured at the mid-term fork: Tax cuts → profit boom → mid-term flip → uncertainty shock. We’re lining up for the same kind of crossroads again. If we get gridlock, markets tighten and volatility returns. If fiscal, energy, and deregulation policies push through, the entire risk landscape stays inflated longer. Crypto hinges on one variable: stablecoin + exchange regulation posture. If the admin gives clarity, we get a multi-year runway. If crypto becomes a political bargaining chip, expect violent chop and stalled institutional flow. Right now, I think we have just enough of a chance for a blow off top as we do to see prices dip 60-80%.
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