Welcome Avatar! The new year is off to a fun start already. Stable coin LINK has already broken out of its trading range right when Twitter threw in the towel (per usual!). In addition, BTC’s stock-to-flow model is effectively gone at this point and you’re better off focusing on the flow of funds which suggest an “elongated cycle”. The reason we’re stil…
Narrative/Onboard Chasing, Fading Twitter and the Fed
Level 5 - Sonic Autist
