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"We're entering a bear market." I keep seeing this. So I keep digging into the macro data. And that's not what appears to be happening at all... → QT ends December 1st → RRP drained from $2.5T to basically zero → TGA elevated (any drawdown injects liquidity) → Longest...

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Dan Gambardello

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73,367 views • 7 months ago •via X (Twitter)

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Tariffs just crashed crypto. Again. I'm sure many are watching the hourly chart, but I'm watching new Philly Fed data that just came out showing a 21-point swing into expansion territory. That's a leading indicator for the PMI cycle I've been tracking. QT ended. Liquidity injections are starting. The macro setup hasn't changed. Be careful to get distracted. Can we dip more? Yes. Is this a bear market? I don't think so. I'm zoomed out and I'm holding.
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Why people.... Not only is this a hobby, it's a competition. I need this to be explained to me what the benefit of this is... Why not just run track / hurdles. And why be dressed like the 1st guy...
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