Thoughts here are it’s like a perfect storm of crypto news and potentially a massive liquidity event on the macro side (removing Powell). Timing is hard but recipe is there. Easiest thing is to be a sell the news person and nothing ever happens in the summer. NFP tomorrow and a good jobs number with economy where it stands is fine. We aren’t printing back to back neg GDP so recession isn’t high probability. Bad jobs number then plays into Feds mandate and forces Powell even more. Inflation isn’t a thing at the moment and in the event of all the war stuff nothing has materialized, in particular, oil. Trump really has been playing 4D chess if he somehow gets JP out and puts Bessent in the seat. Mkt is trading like it.