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six
@six
few reasons to be bullish on bitcoin here: - generally, markets bottom on recession *fears* <-- we are at def at recession fears, unclear if bottom though - imo more potential for good news (on tariffs there's negotiations, walkbacks etc, but also general non-tariff good news) that the market is offsides for, whereas it is mostly already pricing in the close-to-worst-case doom and gloom trade war recession scenario - btc decoupling from risk assets is positive for it functioning as digital gold during uncertainty periods -- simply look at gold chart and the stronger btc gets against risk, the stronger it fulfills this narrative, and mkt will believe it is mispriced relative to gold etc. - random bottom signals (irl friends talking about market tanking, all over the timeline etc. -- equivalent of the tim walz clip a couple weeks ago) obv could be way off but believe this is nonconsensus so the asymmetry is there
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Ghost 🎩
@ghostbo4.eth
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Myza
@joybrishti
Makes sense. Market’s full of fear, so upside surprises could hit harder. BTC acting like digital gold is a good sign too. Risk vs reward feels tilted in a good way here.
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YB
@yb
is there enough data to prove the btc decoupling from risk assets other than this past month?
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martin ↑
@martin
do you think all markets bottom on recession fears or just bitcoin? my worry is tariffs have a real impact on spending which creates a real recession
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YB
@yb
based on this where do you stand on eth and sol? or are you in btc-stable barbell strategy camp
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antaur
@antaur.eth
"and mkt will believe it is mispriced relative to gold" insightful hypothesis. can see that. in general like your thought through and structured takes like this. tbh I don't get most of your one liner smarties (either me to old or you trying too hard 🤣 )
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YB
@yb
you think worth tracking sentiment from things like google search trends or any other sources? more so alluding to last point and trying to get a more general pulse check
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