📈Ithaca Protocol Market Update 

► Risk assets continue their healing; treasuries stronger across the curve 

► Trump’s 100 days approaching, a publicity and self promotion generational CS talent should have something in store ( ‘ substantial deals coming soon ’ )

► Mag7 valuations have substantially reset; buyback window opening, systematic investors have done their selling ( but hedge levels slowly getting less expensive ), this was Mag7’s best week in 3 years

► US Month end pension fund and allocators equity buying estimated 93rd percentile since 2005 

► Inflation expectations at multi decade highs, consumer sentiment under pressure

► Sen Lummis throwing cold water ( and calling for justified more action and accountability ) on Fed’s renewed crypto guidance