Ben Cowen Says You Have Permission to be Bullish
Summary
Ben Cowan joins Bankless to admit he was wrong about a Q4 flush, arguing the market is defying standard 4-year cycle expectations due to fewer industry "sins" and favorable regulation. He explains that while altcoins are rallying on non-restrictive monetary policy, a true "alt season" requires a liquidity surge that typically follows a major crisis. Cowan warns that global net liquidity remains tight, suggesting investors should temper expectations for massive returns until central banks are forced to ease policy.
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