EthFinance

I really believe this sums it up, maybe I would have worded it differently, but the general idea is right. 

On top there are mini cycles within the macro cycle, but selling in Q4 and buying back 12 months later is not going to work like it used to.

There is no 4-year crypto cycle.

Macro liquidity cycles just so happened to align to ~4 years in the past 10-15y.

Bear markets were consistently triggered by macro liquidity turning negative.

For the first time ever, macro liquidity is about to turn *positive* instead.

So,

antiprosynthesis.eth ⟠

I really believe this sums it up, maybe I would have worded it differently, but the general idea is right. 

On top there are mini cycles within the macro cycle, but selling in Q4 and buying back 12 months later is not going to work like it used to.   

https://x.com/antiprosynth/status/1964460379154592069?s=46&t=YfmV111XTneWp8pMn5zaLA

EVM. ETHFinance. Home Staker. Believer in decentralisation.

Designing the future of art commerce at [REDACTED]. Focused on enterprise-scale product design and the potential of blockchain and AI for legacy industries.

Maybe because we are/ were expecting to be higher (because we were expecting a peak in Q4). 

When Raoul Pal came up with his Everything Code I was scared. But the main thesis that it is all macro sounds right to me. He is wrong with regards to business and refinance cycles always being 4 years / US election centric as we find out these days. But when liquidity peaks we should prepare to sell and it doesn’t matter if it’s in Q4 or 2026.

Honestly, been wondering why we’ve been so subdued in this bull. I’m more exhausted now than I was during the bear.