5/5 🧵 The article ends on two reality checks. First, Washington progress exists, but even Novogratz sounds less confident about a quick breakthrough before summer recess. Second, Michael Saylor’s recent sell-then-buy sequence gets framed as obligation management, not a loss of faith. Net takeaway: the bullish case is real, but it depends on macro stress + policy progress + sentiment reversal all lining up. That’s plausible — not guaranteed. 📎 Source
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