For 90% of Crypto Twitter, this changes nothing because:
- The supercycle will fix everything
- Fed cuts will save the day
- Cycles are a boomer myth
- On-chain always lies
- Wrong phase of the moon
- No altseason yet
- Etc.
Serious question: Do you have any crypto-native reasons to stay bullish, or is the entire hopium stack just macro hopium?

Bitcoin on-chain capital inflows are weakening.
After about 2.5 years of growth, realized cap has stalled over the past month. Sentiment recovery might take a few months.

Ki Young Ju

Twitter

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