I was previously of the opinion that the inauguration would be sell the news but in light of the price action in December I have revised my thoughts:

-Btc fell from 108k to 90k

-Alts nuked

The market essentially reset. Additionally the equity market looks strong now that the Fed meeting has been digested, and this years started with strong etf inflows which I expect to continue in anticipation of the ease in regulations we’re going to see under Trump.

People who were going to sell the inauguration already did, and given the above I expect us to rally going into and beyond inauguration now. I expect the current dips to be some of the best buying opportunities we’ll get in the coming weeks.

I’m particularly excited about what’s to come for the ai sector. Even during the downturn we saw ai plays doing multiples but imagine how well they can perform once we’re in a market wide uptrend. I believe it’s becoming increasingly difficult to pick individual agents which outperform but this only strengthens the case for bidding ai infra instead imo.

These are the safest bids to me and I think we still see crazy multiples from here in the coming months.