If markets are dumping because people think Kevin Warsh is bearish, that’s honestly a good thingEvery time we think someone is bullish, we get wreckedGensler came in → everyone cheered → he spent the next year nuking cryptoTrump became president → “super bullish for bags” → most of us still need a 10x to breakevenHigh expectations always end badlyNow expectations are lowFear is highEverything bearish is already priced inSo if Warsh does anything even slightly positive, markets ripThat’s how this game worksBad narrative → low expectations → surprise upsidePeople panic at the bottom and celebrate at the topNothing newThis crash confirms that it\'s going to reverseBookmark thisReady for bounce back?