My current macro opinions:

There are TONS of reasons to be bearish about the economy and risk assets right now.

I get it. I talk about them often.

But there are also a couple of reasons to be crabbish-to-bullish about risk assets:

1. Net liquidity is essentially trending sideways

2. A looming Fed pause rally

Also...

In the near term, #bitcoin daily price action looks like it's on the cusp of flipping from short-term oversold levels to the next leg higher... Possibly to ~$40k by late June or early July.

(For infotainment purposes only. I am long $btc so I am obviously biased. Not individual trading or investment advice.)