Cooki's Corner

so, um, was that it? 

ngl increasingly feeling like that was it

i'm often wrong tho, so let's hope this is another instance

you don't live and breathe the crypto markets for five years without starting to get a hunch for this stuff

long term we resolve way higher of course

Solidity Engineer | Researcher | Onchain Degen | DMs Open | https://github.com/0xCooki

building /juicebox | product marketing & growth | prev. NounsDAO, RAW DAO | learning to code

fiat credit has to keep expanding, this is just how those systems are built

BTC/ETH is scarce with negligible inflation 

unless you think Ethereum is cooked for good there's only one way this goes, the denominator gets devalued and the price in fiat goes up

by long term i mean months, years, and decades

oh right, i genuinely don't know

At the moment I quite like Michael Howell's liquidity cycle theory (i like it 'cos it's explanatory and predictive), he says we're due to top in Q2 this year but idk

oh right, i genuinely don't know

At the moment I quite like Michael Howell's liquidity cycle theory (i like it 'cos it's explanatory and predictive), he says we're due to top in Q2 this year but idk

https://www.youtube.com/watch?v=YHFPRnMhX2A

haha yes I understand, just trying to parse if you’re calling for a cycle top in december 2024