Where Does Crypto Go From Here? | EP 71

• market view:
  • close to the end
  • don’t think this cycle is over
  • 1~2 more pump
    • maybe 1 in april and 1 in nov?
• sentiments really bad, CT bearish when trafi is bullsh
  • Paul Tudor Jones biggest holding is blackrock bitcoin ETF (400~450m)
• the last cycle: bitcoin will keep going up until parody to gold. and not asymm return in the future, but matches NASDAQ
  • the last cycle also means no more easy money, really hard to find alpha