Bearish for the first two months of 2026. But hopefully bullish for rest of 2026, assuming no major new negative macro news.
Current headwinds:
1. Bank of Japan recent rate hike. Waiting for Yen Carry Trade to play out.
2. Bank of Japan to start, in January 2026, “slowly” selling their long held ETFs, which will further decrease liquidity.
3. Morgan Stanley’s (not JP Morgan) decision on January 15 to possibly exclude from their MSCI indices DAT companies which hold more than 50% of their value in crypto, like MSTR.
4. MSCI review and changes to their indices on February 10th.
Be patient and buy the dip.
Currently Bearish for Early 2026
byu/Background-Day-4957 inbtc
Posted by Background-Day-4957