The reason I’m bullish is pretty simple and has very little to do with rates. If you told me in April that the nasdaq and gold would be making record highs every day in a lockout trend, I’d think $BTC would be at $160k. So we’ve underperformed on a relative risk adj. basis. At the same time there are incredibly bullish crypto related catalysts and headlines lined up for the forseeable future under this admin. Sooo either we catch up and start outperforming or our industry is dead. And I’ll never fade this industry.