Equity and Bitcoin Downside: Macro Video
The week ahead and equity views
The short equity thesis is laid out here:
Updated spreadsheet model is here:
Alpha Report: Equity views and the Trump economy
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We ended last week’s inauguration flows with equities higher and the TRUMP Coin lower. The fact that the president of the United States launched a memecoin is a sign of our political regime shift.
Blockworks Podcast:
Trades/Macro Views:
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