All indicators point to the consumer finally being exhausted. Credit scores dropping as many now starting to miss payments. I think we could have one final push this summer of consumer spending as people aren't going to cancel vacations or events planned but then things start to get ugly.

I am not sure about bitcoin decoupling though. It seems to have started decoupling from Trad markets but if shit hits the fan I expect it to drop sharply with everything else. Maybe it just rebounds quicker.