Is this the perfect bull setup?

With the deadline on tariffs pushed 90 days out, it’s hard to an imagine a more favorable confluence of current events for crypto.

I see 3 main factors are at play here:

1. The world caught a glimpse of how vulnerable it is to geopolitical whims. The immense value of globally decentralized computing networks is no longer theoretical – it’s a real hedge against deteriorating international relations.

2. Investors now have 90 days to prepare for another tariff storm and decentralized currencies are one of the few assets immune to the direct effects of tariffs. At the same time, investors are now more wary of holding cash or t-bills after the breakdown we just saw. They’ll be looking for ways to diversify into a range of assets that can withstand a trade war.

3. While crypto sold off just like stocks this time around, that was mainly due to the systemic/recession risks. Bitcoin even handled itself better than many bluechip stocks. The recessionary risks will be more localized as investors have time to prepare in the next 90 days.

Just my 2¢. Curious to hear the community’s thoughts here.