When is the next big print gonna be? I remember hearing Fred Thiel talk in November 2023 … he was asked about the upcoming halving and subsequent bull market and he said global liquidity was all that mattered. At the time, I thought it was a bearish (or at best conservative) comment but now - being 9 months post halving with only 40% appreciation above last cycle’s ATH - I’m wondering how accurate that assertion might have been.