Finding non-consensus in the Bitcoin market is exactly like a premier treasure hunter who completely ignores the noise and find market mispricings.
Jason Huang looks at Bitcoin as a single variable inside a massive global liquidity equation. By tracking the global macro debt, energy grids and manufacturing bottlenecks, he figures out when institutional risk appetite is about to shift long before crypto native metrics show a single signal.
Jason plays defence when the crowd is euphoric and goes shopping when the crowd panics.
The biggest takeaway I learnt from Jason Huang is to trust common sense & cherish the moment your brain sees the world differently from the herd.
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