Close to my POV as well. Have been a secular “bear” since Q3-24 (although have managed to find bits and points in time to get long). This is a particularly interesting pt today bc of where valuations are and how disenfranchised the grassroots crypto user feels The best argument I’ve heard from sharp shorts is that BTC i... See more

The 2020s may be the decade where value goes bust, growth turns into value, and crypto reigns supreme. That doesn't mean '22 won't be rocky, but in rockiness there's tremendous opportunity. Some thoughts on how to navigate 🧵