Q1 2023 - The Fuck Enemy Is This?

The TGA is draining a couple hundred billion. They said they're going to end the year at 700 billion. So we're setting up for a net liquidity drain. You may have some favorable prices and then reversing liquidity dynamics coming into Q1 next year. We are highly valued, you know, like in many asset classes, I think crypto has many, many cryptos have no reason to hold them whatsoever.

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