Roundup on #crypto2023 and #macro

✅ 2023 > 2022 on liquidity
✅ 5% terminal rate
✅ China de-risk for global econ
🤔 War de-escalates
🤔 Q1 earnings, recession?

Crypto
✅ Similar to 2015 cycle
✅ Deleveraged
🚩@DCGco GBTC
🚩Imminent regulation
🤔 #ETH vs #BTC

I’m long here🐂