2025-03-11XPost

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EquityCryptoMacroChinaUnited StatesEuropeStore of valueMemecoinsPolicy ratesAsia EMCycle top and bottom callsMacro and dollar liquidityQE and central bank balance sheets

The plan: Be fucking patient. $BTC likely bottoms around $70k. 36% correction from $110k ATH, v normal for a bull market. Then we need stonks, $SPX and $NDX to enter free fall. Then we need TradFi muppet to go under. THEN we get Fed, PBOC, ECB, and BOJ all easing to make their country great again. THEN you load up the truck. Traders will try to buy the dip, if you are more risk averse wait for the central banks to ease then deploy more capital. You might not catch the bottom but you also won’t have to mentally suffer through a long period of sideways and potential unrealised losses.