In today’s briefing:
- It’s So Over, Right?
It’s So Over, Right?
- BTC and ETH have been in a bear market for six months, the broader asset class has been in a bear market since January of 2025.
- The crypto obituaries are rolling in almost everyday now, as with every obituary before 2026, the narratives behind these calls are compelling, especially when weak price action lends them credibility.
- I have been around long enough and heard enough of these arguments to know that betting against them is a solid strategy.

