basil
@itsbasil
why i think the next 6 months are critical: > first time since btc inception (nearly 20 years ago) that we’ve had crypto regulatory clarity; charles is already in there; it will get increasingly weird & quickly > trump’s first 6 months in office will move fast & will be focused on domestic issues; the legislation that will become law here will be fought by the democrats for the next 10 years (window of opportunity) > after 6 months, geopolitical tensions will rise; iran will be forced to defend; if trumps makes a move, china will capitalize on taiwan, russia on ukrain; economic issues will flare, trump will start firing his cabinet, the fed will lower rates to nothing, tradewars will clash with legislation, instability will rise > after 6 months, the economy will begin to breakdown; we’re 4 years into a crypto bull run; nearly 15 years by stocks measure; fed will run out of tools to prop; ai replacements will materialize; tech boys in cabinet will war with unions
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JB Rubinovitz ⌐◨-◨
@rubinovitz
What do you think are the second order effects of this being the consensus view?
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basil
@itsbasil
if this is consensus on the street, the market will collapse, so i hope this is not consensus 😬
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JB Rubinovitz ⌐◨-◨
@rubinovitz
Seems to be consensus on crypto twitter :(
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basil
@itsbasil
i don’t take CTs view to seriously 1) they’ll just shill whatever is best for bags 2) they will be fully risk on until the very last day when it collapses on them i think we should be more concerned with stocks. CT will trade inline with the street. after all, they believe the street will be their exit liquidity. if street starts selling stocks, they’re sure as hell not interested in moving up the risk curve into crypto
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