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KMac🍌 ⏩ ツ
@kmacb.eth
🧠 Dan Morehead- Election is not fully priced in. https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto-2025/
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matthewb.eth
@matthewb
the show ain’t over yet
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KMac🍌 ⏩ ツ
@kmacb.eth
another leg up before the music stops‽ iirc you did call this initial pull back
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matthewb.eth
@matthewb
inauguration went from sell the news to buy the news, it is what it is. anxiety in the air due to LA fires plus the change in admin. macro shaky, vix up. base case for me is a top in mar/apr, remains to be seen if it’s a global top or just local until the final parabola sometime sep-nov overall expect more cuts than currently priced in, friendly regulatory regime, tradfi flows… couldn’t have asked for more favourable circumstances with BTC still above 90k.
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