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Liquidity is extremely concentrated lately.

Nothing is going into crypto or retails with dying assets like $BTC or $SE despites solid fundamentals and potential.

Within a thin liquidity market, only the best sectors see inflows, which also means rotation will be more rapid and violent than we've been used to.

This will continue to be a very aggresive market for long.

The Easy Years Are Over

The last two years weren’t about skill. They were about not messing it up.

The next two years will be very different. We’re about to meet the market’s final boss.

We came out of a short bear market into a world flooded with liquidity. Fiscal stimulus was everywhere, money was cheap, and we started a new technological…

May 28
at
7:09 PM
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