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🐂