brypto

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