Bitcoin is an omen for liquidity on the upside and downside.

Liquidity is definitely drying up, but I know our debts are increasing more than ever - and we will see more indirect stimulus over the next year.

Key Lessons I see Here:

1. Don't trade on leverage
2. "Risk on assets" underperforming Dow/Gold now. The markets smell something brewing
3. Interest rates have been elevated for quite some time now, something is bound to break over the next 2 fiscal quarters
4. Maybe now is a good time to have some dry powder ready to buy btc