There’s been a lot of “where’s retail?” talk recently. Well, two things today scared me a little. Both marked prior tops.

1. Got dragged into a WhatsApp group chat as “the crypto guy” to advise on what degenerate meme coin to buy next. People I’ve not spoken to in over a year.

2. CFO pings me on Slack to discuss his personal crypto strategy (bought in last time we were over 60k).

Hmm.

How’s your day going?