feeling a bit bullish now, seems like the bearish/doomer view is fully consensus now across all markets.

*towards* "where do i think the asymmetry is"

price can obviously go lower, i have been trying to frame my views on markets away from "where will the price go" and "where do i think the asymmetry is". the latter is about finding dislocations between expectations and reality -- we previously had such a dislocation to the downside wrt trump economic policy, my view is that i think that dislocation has been filled quite a bit across both equities and crypto.

sadly now that i posted this, lower is programmed. if i had been quiet we might be able to go up

yea def don't think there's a glorious v reversal or anything

just that the asymmetry has shifted to the upside and the downside expectations/reality dislocation feels like it's getting filled

long term this accumulation phase will look generational. short term mfers are going to get absolutely rinsed trying to trade it.

big difference is that stock market bearishness is not just vibes based but fundamentals driven, so if it keeps going down on fundamentals, it'll bring crypto with it regardless of consensus

if you’re bullish though then lower 😈