One rule to macro value investing is being way early, even if you look way wrong. Altcoins vs BTC started reversing over 400 days ago, slowly with the business cycle. And this is what happens to trigger crypto bull markets. I know my bullishness for the last year was not the most popular thing, but there was a reason for it. It was preparation for the macro cycle shift. There's no use waiting for the breakout to start preparing. By then you're late. I've found it's better to be contrarian and not follow the herd.