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The bulls were back in a major way yesterday thanks to the pause in the war.

While futures appear red now I think the bears are taking a break.

Let’s discuss!

Oil's back over $100, which probably means a bit of bearishness, but I hope it's a blip.

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Circle getting dumped due to CLARITY it appears

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Red futures are just a discount for those with a long-term horizon. The 'pause in the war' is a fragile catalyst, but in this market, fragility is the new normal. While the bears take a break, I’m watching the liquidity flows—Bitcoin is the only hedge when the legacy markets catch a cold. Let's see if the bulls can actually hold the line or if this is just a 'dead cat bounce'.