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2025-07-25 16:32:33 UTC
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AF on Nostr: We can’t be in denial any longer. Things are different now. The plumbing is ...

We can’t be in denial any longer. Things are different now. The plumbing is different now. Vol may spike a little bit later in the year, but I’m struggling to see anything resembling a previous cycle. The data is in; we have to adjust our expectations and forecast accordingly.