The Bigger Bare Case Is Just the Bigger Macro, Right?

Everything's getting pushed forward closer to the events, i think because t nobody really feels comfortable sitting in any risk. Like through ote lt, you have like all these, like random makro sort of like prints that can just like boty your short term. So it feels like the bull case right now for something like ethas,. The bear case is something like, ah, we havent. This doesn't feel like other cycles. There's still too much leverage left in the system.

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