The current crypto setup is outrageous. November 2022: Fed rates at 3.75 to 4%, FTX collapses, US midterms, crypto bottoms. Four years later we’ve got the same rates, the Binance hack, midterms again, and Coinbase Premium at its lowest since that exact bottom. Add the business cycle finally starting to turn after five to six years of sideways, and I think it’s an incredible time to be a crypto bull. I say it with caution, but this altcoin chart is something else. BTC and ETH structure 0:00 November 2022 vs now 1:05 Crypto bull, with caution 1:43 Coinbase Premium 4-year low 2:21 Total market cap structure 3:34 The 2019-2020 setup 4:07 Best of the last two bottoms 4:58 Altcoin market cap chart 5:42 QT and the post QT dip 6:03 Business cycle 6:58 Five to six years of compression 8:24 Altcoins could double 9:00 Managing risk 11:00