2025 Outlook Review: This is peak opportunity! I spent the last few months gaming out Bitcoin, economy, and Trump policies in 2025. Which I described in the quoted tweet. It has panned out largely as suspected. - Stocks crashed, while many said tariffs won't be as bad. - We got the inflation scare, while many thought we won't. - And now we are getting the recession shock. The future path still looks exactly like the graph to me. If tariffs remain in place recession is on the horizon. But why do I think Bitcoin actually recovers right when recession fears peak? Because, as explained in the OG, many tariffs will be eliminated soon. Tariffs are not sustainable for either party. Other countries stand to lose a lot more if they retaliate and their best move is to drop their tariffs. While Trump appears to say he won't negotiate, I suspect he will when given great deals. And he will get them. As all this happens and the down-side risk is eliminated, Fed, in their perma-lagging manner, will react to the flurry of terrible economic data that result from a few months of trade war. Then they will resume the rate cuts. And then it comes tax cuts. And Bitcoin will .. you know.. it will do what it always has.