We find ourselves in tumultuous times, no denying that. Violent conflicts are unfolding globally, and a looming recession seems inevitable (though first, we await the blow-off top in equities and crypto). It appears that supposed world leaders like Ursula von der Leyen are treating us like fools.

This woman struts through the European Parliament during crucial meetings, indifferent to the opinions of its members. From a political standpoint, it seems everything in Europe is dictated by the US, and any remnants of what we once called freedom of speech have an expiration date according to the plans of the EU Parliament's boss.

Adding to the chaos, there's a mysterious disease dubbed X. We don't know its nature, but it's purportedly highly contagious. Conveniently, there's already a vaccine to combat it, and according to so-called medical scientists, this disease is poised to claim many lives. How do they possess such certainty unless they've concocted the damn disease themselves?

In truth, they have—otherwise, their confidence wouldn't be so unwavering. The same goes for COVID, but at least in that case, we had the element of surprise, right? So, the world is a mess, and the outlook is far from optimistic. On the surface, the S&P500 is flourishing, and the Fed suggests a soft landing is on the horizon for the US economy, with interest rates set to decrease this year.

I'm skeptical—I'm not suggesting that equities and crypto are headed for a bear market anytime soon, as there's still fuel left in both tanks. However, learn from my past mistakes in the previous bull market. Don't buy into super cycle theories or the notion of a soft landing and find yourself clinging to your assets in a new bear market.

Euphoria has not yet swept the markets. My bet is we'll witness it when the Fed and other central banks begin rate cuts, coinciding with the Bitcoin halving. This is the moment I anticipate market-wide euphoria. It will be short-lived (probably less than a year), and before we realize it, we'll be slipping into yet another bear market.

Bear markets can be a blessing if you're savvy enough to cash out profits during euphoric phases. This strategy allows you to accumulate capital for purchasing assets at discounted rates, ensuring a comfortable lifestyle for a few years. However, if, like me in 2021, you follow every so-called analyst, hop from one shitcoin to another on the way up, and fail to take any profits, you won't appreciate the next bear market. Mark my words.

Crypto is undoubtedly a safe haven, but it may not align with the "fundamentals-driven safe haven" we've dreamt of for years. Perhaps the entire purpose of this endeavor is to amass more dollars, and maybe the dollar is not heading towards hyperinflation, despite the efforts of BRICS countries. Who knows? Time will tell.

HBD appears to be a crypto safe haven during bear markets. I tuned into a YouTube stream last night featuring a crypto enthusiast conducting technical analysis on various shitcoins. According to him, his well-being plan for the years ahead involves making $2 million with his shitcoins, depositing that money in the bank, and living off the interest.

I was astonished to hear him express the hope that this strategy would allow him to avoid dealing with crypto again. What's wrong with crypto? From my perspective, unless you're foolish, crypto is a significant blessing.

While I believe we're far from witnessing crypto becoming an alternative to the current financial system, I recognize the value in some blockchains, particularly with Hive. Once the bull market concludes, I won't be depositing anything in the bank, but I'll certainly be putting some cash in HBD savings to generate passive income. I don't trust banks—I despise them, their owners, and I'm convinced that most of the chaos in the world is orchestrated by these greedy individuals.

These insatiable profiteers crave control over money, instigate wars to generate more wealth, and exploit natural resources for their gain. I'm 100% certain I won't become a crypto millionaire anytime soon, but I'm equally certain I'll approach the next bull market differently. And, rest assured, I won't be putting anything in the bank.

Fuck the banks, fuck Ursula von der Leyen, and the whole political clique being run by psychopaths and pedophiles... Fuck em. Wish you all great profits this year and tons of health! Have a great one, peeps, and see you all next time.

Thanks for your attention,
Adrian