Inner Loop Intelligence
All Themes
ยท
All Sources
Slack: C09VCMNJ0RH/ts:1772328945.2405
Author: Jesse
Date: 2026-04-07
Type: slack
Evidence: 2
Themes: 2
global-liquidity-cycle-macro-regime
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[E827]
Sold down to ~2% crypto. Given cyclicality, no reason to average in before June.
supporting · 2026-04-07
bitcoin-cycle-bear-phase
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[E800]
Given insanely reliable cyclicality, no reason to start averaging in before June. Wants to see treasury companies blow up and mainstream news say crypto is dead before buying.
supporting · 2026-04-07