jack mallers
· 56w
1. Over-exuberance on government hope, as if this time is different
2. Reality check hits: It’s not different, we have liquidity problems, the dollar is too strong… DUMP IT. (we’re probably her...
I think there's never been as much cash (USD) in the system as of today.
Buffet alone has 300B of free cash just waiting to be used.
I think these kind of investors, seeing these news and the clarity of how Trump/MAGA wants to regulate Bitcoin/crypto, will start allocating this year.
Larry Fink also hinted this. And he's at the top of the pile, as we know.