1/ So far prophecy being fulfilled -- that is to say $BTC and $ETH rip together. I expect this correlation to maintain through the rest of this cycle (which I presume will conclude around Jan 15th). Phase 0 roll out + EIP1559 on horizon + AMM usage makes this nothing like 2017.

2/ Also bullish on $BTC running up like this while the stimulus deal looms. To me this indicates markets have priced in that a deal will happen -- but likely after Nov 3rd. If it comes earlier, well that's even better, but better for the market to remove uncertainty.

3/ ofc the PayPal news helps for sure, but I think this move is more about the expectation that $DXY is going to nuke when stimulus goes through which isn't a matter of if, but when. That will be further rocket fuel IMO as we've seen that correlationwith $BTC since April.

4/ I also suspect $LINK is going to rip. It's undoubtedly the de facto oracle in this space and I don't see that changing. Their price feed tech (among other things) is just too good. Rumor has it PayPal may tap them for their crypto price feed needs (unconfirmed but big if true)

5/ Now the question is what does DeFi's next cycle look like and when will it be. I have a sneaking suspicion @iearnfinance $YFI is going to sneak attack us with a 2.0 roll out and then theirs $BARN and some things $LEND et al are working on that look very promising.

6/ Oh and ofc theirs $UNI v3 looming which I suspect will be mega bullish for DeFi in general. $YFL's LinkSwap could be interesting, too, and provide some much needed efficiencies (certainly shortish term).