Slack: C09VCMNJ0RH/ts:1771266975.3679

Author: James S Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

global-liquidity-cycle-macro-regime

🟢 [E824] Portfolio has changed dramatically since October - stocks have gained more dollars and crypto unlikely to get it back short-medium term. Crypto's performance since 10/10 has ruined its reputation. Sold down to <5% crypto.
supporting · 2026-04-07

bitcoin-cycle-bear-phase

🟢 [E863] My own portfolio has changed dramatically since October - stocks have gained more of my money and crypto is unlikely to get it back short-medium term. Crypto's performance since 10/10 has ruined its reputation for me.
supporting · 2026-04-07