Bottom is in?

2022年11月25日

No analysis, just a personal reminder of a macro tesis that I have

Gold (and miners) is up
SP500 is recovering
CPI going down
Crypto influencers are quitting out
Media screaming "Crypto is dead"
First weekly bullish divergence ever
Recession incoming (crab market is possible for crypto)

Bullish on ETH and new narratives without a hype cycle until now (Subnets, Parachains, Cosmos Ecosystem, IA, ZK Tech)