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Yea Lightning is the real privacy layer.
He's always a must read though for his insight on macro liquidity since Bitcoin is a battery for fiat, so the very things that forces the printer to turn on and charge that battery are the same things that drain the Bitcoin battery first.
April low was just under $75k, and that was relatively orderly MSM tariff fud. If the dollar wrecking ball really goes into motion I think he'll get liquidated at 80k.