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In danger of trying to be cute around these things but given there’s a lot of anxiety out there right now
A lot of month end risk management will have been completed yesterday
Interesting also the RRP didn’t really move yesterday suggesting month end balance sheet management largely done
That was likely the worst of the “liquidity squeeze”
We usually think the “liquidity hangover” lasts for a couple of days into a new month so choppy price action before we build momentum
However given the levels we’re trading at in Bitcoin and given the positive drivers building for November, we suspect those that are able to, will look to from run and pre-position for November
So gut says we’ll see a decent pump into the weekend and appropriately for Halloween, you’ll wake up tomorrow and realise it was all just a nightmare 😂
As we said, maybe being too cute here
Big picture, this is all just noise
Everything is unfolding just perfectly for Bitcoin and wider crypto
Buy dips. Have patience. HODL
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