Luke Martin|3月 22, 2026 17:17
the increasing focus on macro from every single crypto investor is déjà vu to what happened in 2021-22
>inflation numbers spiking late 2021
>Bitcoin steady decline in 2022
>everyone religiously watching Fed meetings for hints
eventually whole timeline was convinced understanding macro was the key to timing the bottom...
one of the loudest narratives was Bitcoin has failed as an inflation hedge
fast forward 6 months and none of it mattered as Bitcoin ripped higher for 3 years straight
obviously it makes sense to keep up with what's happening in the world
but don't fall for the "world is ending" stuff
cycles are normal
owning the best assets for a long time is how you win(Luke Martin)
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