He and Luke Gromen have shared similar macro frameworks, and many of us follow both of their work closely. Recently, Luke’s expressed some concerns about Bitcoin’s price action from a technical analysis standpoint, as well as broader worries about quantum computing risks. For those who respect Luke’s macro insights but are unsure what to make of these newer Bitcoin concerns, how would he respond?

Looking forward to this.

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Would love to hear what he thinks about higher Japanese rates impact on US treasury yields, global liquidity, and BTC.