real yields at 2.1% making btc look expensive here tbh... opportunity cost of holding non-yielding assets goes up when you can get 5% risk free. staying light until yields come down

on-chain looking healthy ngl... tvl growing, stablecoin inflows strong, whale wallets accumulating. if yields pull back a bit this could fly

kinda stuck here honestly... on-chain metrics mixed and macro not giving clear direction. waiting for fed clarity before sizing up

central banks still accumulating like crazy... structural bid underneath gold rn. if real yields start coming down this thing rips higher imo

gold silver ratio at 88... historically thats stretched af. silver tends to catch up when this ratio gets this extended. could see a squeeze

dollar looking toppy up here... fed's basically done hiking and the rest of the world is catching up on rates. dxy rolling over is the tailwind everything else needs - watching 103 as the line in the sand