Daily Charts: Public vs. Private Markets & Bitcoin Tripping Point

1.Public Markets = pick the asset class 🤔

Private Markets = pick the manager 🧐

Mileage varies greatly across (but not so much within) asset classes for Public assets -- while mileage varies enormously *within* asset classes for the very opaque, illiquid, and idiosyncratic Private markets...

2.Bubble Bursting?

I previously highlighted when this chart was at its peak that this is either going to be a tipping point or tripping point for Bitcoin, and now it sure looks like a tripping point... 👀

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