Working on a full write up about this, it will be available on bidding.substack.com
In summary: I believe NFT's will blow off and enter a bear cycle, DeFi is already down bad. Narratives are gone for any significant upside at least for now. We'll probably slow beed and chop horribly with minimal volume . Your favorite traders are all going to lose it all, and i'll be here observing. - PFA
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