feeling a bit bullish now, seems like the bearish/doomer view is fully consensus now across all markets.

price can obviously go lower, i have been trying to frame my views on markets away from "where will the price go" and "where do i think the asymmetry is". the latter is about finding dislocations between expectations and reality -- we previously had such a dislocation to the downside wrt trump economic policy, my view is that i think that dislocation has been filled quite a bit across both equities and crypto.

*towards* "where do i think the asymmetry is"