CT thinks there is a >50% le bull run is over. some off the top catalysts that can happen this year, or come onto the horizon that requires a change in current pricing:
shmacro:
- Trump returns to white house
- seized BTC not sold down ( but no SBR)
- cyclical peak in the $
- cyclical peak in yields
- scaling laws continue and ai drives indices higher
- crypto specific regulation (namely market structure bill)
- staked ETH ETF (big imo)
- SOL ETF
- Zuck buys btc
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