GM degens! I'm back after taking a long break to spend time with fam while market was in super-hard mode Market bottomed after Trump announced 90D pause on tariffs. Thought Trump has already taken the hardest stance so longed some BTC <80k and SOL at 110 Now there's more confirmation to me BTC is still in bull market: 1. BTC/GC remains bullish and still remains in uptrend 2. BTC remains bullish on high timeframe structure 3. BTC appears to start decoupling with US equities as Gold/BTC remains favorable as Dollar weakens in an uncertain environment 4. While US recession risk is looming, Trump is facing strong pressure internally to capitulate on his policies and I think he'll be forced to lower his tariffs scale 5. BTC is most sensitive to liquidity and CBs are finally injecting liquidity into the system My Base Case: SUMMER is for money printing, not for touching grass. I believe April to August is the most bullish period of 2025 as market turns from max-bearish sentiment/events, to Trump scaling back some tariffs, allowing FED to cut rates and ease liquidity with other CBs. If Trump comes back on his tariffs even harder by June, I'm wrong Market tops out when market liquidity/bullish events starts topping out sometime around end of summer After a nice run on $BTC, $SOL, $Hype and $TAO, it's time to bid alts 2nd round - this round my picks are $ETH and $SUI - more on my ETH thesis later
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