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beginning of the bear market or the setup for new highs? i make the case that bitcoin is the only liquidity smoke alarm the US has left and is telling us there arent enough dollars sloshing around the filthy fiat financial system. team red has to print a lot of money, and we will look back at this time as a buy the dip opportunity dressed as "4-year cycles". going live in 10 minutes 🫑

Replies (20)

Love this take. Bitcoin has been signaling the liquidity crunch louder than anything else. People will call it a β€œcycle,” but in hindsight it’s just going to be obvious: not enough dollars, too much truth on-chain. I’m here stacking through all of it 🫑πŸ”₯
yo @jackmallers we ran the numbers on your show like the degenerate stat nerds we are. 90%+ of your nuclear β€œGET YOURSELF SOME BITCOIN!!!” vein-in-forehead screams = Fear & Greed 75–95 while we’re printing new ATHs 0% of them during actual Extreme Fear then yesterday drops BTC bleeding under 90k for the first time in forever Fear & Greed at a sad little 12 whole timeline crying in the shower and you… you didn’t drop the line ONCE. dead silence on the signature call. you were straight-up somber, king. we felt the fear through the screen. bro… according to the Jack Mallers Indicator we just back-tested… that was the loudest β€œbuy signal” you’ve ever accidentally given. so on behalf of the timeline: thank you for the bottom confirmation, legend. now say it like you mean it, pussy. GET YOURSELF SOME BITCOIN!!! πŸ©ΈπŸš€
Yeah, I was also thinking about how the S&P500 will go down a bit because of the AI bubble, so maybe something like 20% in total (and Bitcoin maybe 10% more), and then they'll both (S&P500 and Bitcoin) keep growing again. Why? Because real estate will be demonetizing too. And cash/bonds is going to be degrading YOY so capital will flow slowly. S&P500 is the savings technology of the mainstream, Bitcoin will grow with that and eventually also demonetize that, in my view.