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* Market fading the Option B growth story outside of AI CAPEX boom
* Bessent throws in the towel on longer duration
* Last week warned BTC falls out of Volume Profile and Ether fizzles . . . . . . exactly what happened
* Encounter with Russia, econ data down, bonds bid aggressively for now
* Bitcoin again fades trip to moon
* Very active week for transactions, hedges
* Short USD consensus trade of year also part of now faded Option B
* What/how $95-$98Kish comes into play for Bitcoin
* Junk debt signals on lower Time Frames
* Again . . . . . market has run out of excellent stocks to buy at proper buy points . . . . . everything is extended
* Are the pros already beyond all in and who's gonna buy the top?
* Highest levels in history for some warning signs
* Market already knows all the good and awesome stuff, wants proof of growth, reminds me of the inverse mid-late April
* Coinbase and TradFi/NewFi
* Stacks hammering away
* Mining Update🏗️🚧multiple moves and hedges