It's true the last weeks haven't been the best PA wise, and a bounce was (and is) expected.
But also, let's not forget this is a clear HTF S/R flip and that the worst is over.
Not concerned. I think the real move is still ahead.
imo agi acceleration most likely results in hyper-optimized yield-bearing strategies (taking the opposite side of the trade of the pleb masses leveraging themselves to gambol)
i just don't see a world where quants take on directional risk with agi systems when u can instead point ur ai advantage toward yield strats, esp with decaying trust in institutions/companies and insanely bloated eps valuations
yield strats happen best with stablecoins
these charts dont lie. i also don't think its a coincidence we saw massive interest in ethena, current interest in usdai, and i think best quant firms will jus create the strats themselves with their own systems
charts show this has been happening a while
i think this is very bullish for TRX and Ethereum. i think trx is more red aligned (sun wlfi connects), and eth more blue aligned. i dont think its coincidence that dems winning 2028 odds coincides with trx/eth top in march.
also recent aave exploit is bottomy
also eth underperformed all last cycle
idk im ranting stream of consciousness but i feel deep in gut that eth outperforms next 18 monthsish and is best positioned for post-agi economy + blue wave and this last wave of eth fud (hey ansem) is regarded
tldr- im bullish eth
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This was the biggest dump in history. Here's how I'm reacting and what I'm thinking in terms of "selling" + what I think happens next.
https://t.co/aeBD1n0ocY