📈Ithaca Protocol Market Update 

► Vibe shift continues shifting with Jeff Bezos realigning WaPo’s opinion page

► NVDA no need to hear from us, stock reaction, barely moving despite 9% priced, tells it all

► Treasury Account will start getting run down, liquidity support the macro factor that will underpins crypto recovery 

► We will stop commenting on the tariff headlines, just bake that in

► Rates continue to rally, curve flattening, these are a good backdrop 

► Now SOL is oversold too.. usually big unlocks eventually become bullish