2026 (actual) fud cannon so far:
yen blowup (jan)
quantum kills btc (feb)
satoshi wallets move (march)
>everyone is an onchain expert
market downside, everybody dies
iran
>everyone is a war expert
“this is exactly like 2022”
defi ded
tether :o
iran
saylor
oil
mt gox
iran
hyperliquid
>everyone bought HYPE sub $20
ETH is dying
saylor sells 32btc
defi dies again
to be continued
@shanterpster i honestly have no clue man, i’m feeling it more now than i ever have, maybe it’s just part of it all. i hope i figure things out better over time.
but a part of me is happy i feel the imposter syndrome, maybe one day i’ll beat it
Bitcoin is not crypto, and the crypto bubble popped in 2022.
For us to see this outcome again, we need a mix of these 3 things:
1. Leverage
2. Regulation
3. Good macro backdrop
A few points that made 2020-2021 strong:
We had good macro, low inflation with lots of stimulus post C19, quantitative easing, low interest rates. All which worsened quickly as we went into 2022, with inflation over 9%, QE stopping, and rates rising.
We had leverage in the system, big exchanges were non KYC for a while (binance, Bybit, etc…). Perpetual futures were hot, people didn’t go to memecoins initially, they went to trade perps.
We also didn’t have the regulation problems that ensued post FTX, LUNA, or Celsius collapses, which placed many industry limitations as governments cracked down on crypto.
VC investment in crypto was also very high throughout that cycle, which is no longer the case for 2024-2025.
Lift these once more and we get a repeat of 2020.
Garret bullish (@GarrettBullish) withdrew $40M USDC from Binance 10 hours ago and just deposited $10M USDC to Hyperliquid and started buying HYPE.
https://t.co/M88MMtvPyZ