My thesis on crypto from here is pretty simple..
The move crypto just pulled especially ETH is quite something…
After months of terrible sentiment, majors started moving and alts printed double digits while barely anyone was positioned for it.
that alone will bring attention back.
AI was already starting to lose the timeline.
new models keep launching, benchmarks improve slightly, but nothing feels new enough to hold attention for long.
and the S&P rally was beginning to feel extended too..
so crypto is sitting in the perfect place for the next rotation..
it has volatility, fresh catalysts, underpositioned traders and finally some price action people can chase again.
imo crypto becomes the main risk-on trade again from here.. and once the timeline notices where the money is being made, attention will follow very quickly.
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