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Have been tracking this idea that stocks PA is broadly speed running the 1990 recessionary period (high interest rates, oil price shock, gulf war, credit crunch). AI caused an accelerated uptrend in 2025.
Expecting 2-3 week (Apr 21-27) relief rally back into range highs during ceasefire w/ massive outperformance by crypto. Thinking 5-6x on major alts like HYPE, TAO into new highs along with outperformance in IP/meme majors like PENGU, SPX6900, etc.
Then expecting a harsh pullback across markets with consolidation over about a month into late May. Crypto alts pullback into 2025 range highs. More bear market talk.
Finally, crypto euphoria bubble into late summer, then don't look back.