No analysis, just a personal reminder of a macro tesis that I have
Gold (and miners) is up SP500 is recovering CPI going down Crypto influencers are quitting out Media screaming "Crypto is dead" First weekly bullish divergence ever Recession incoming (crab market is possible for crypto)
Bullish on ETH and new narratives without a hype cycle until now (Subnets, Parachains, Cosmos Ecosystem, IA, ZK Tech)
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