1/3 Scrolling through the top 500+ tokens on CoinGecko and looking at the valuations of things, both dead and alive, I think we're still likely an entire order of magnitude overpriced for the current market conditions.

Lot of Fed speakers today, so I made a Fed Speak Bingo. Will likely be a lot of the same as usual, and markets will still act surprised back and forth.

Most people who have turned bullish seem to be trading the crypto trend as if it stands alone, where as most bears seem to be focused on the fact that the global economy is going to shit. There will be pops, but we’re in for a tough grind ahead.

19/206 At the end of the day all that matters is cash and value. If you provide a valuable service worth protecting or controlling, people will buy. If you have a profitable product that shares revenue, people will buy.

1/206 As promised, here's my 2022 outperform shopping list and my 2022 thesis. Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.