Writing the macro for this weeks Connecting the Dots newsletter It’s amazing each week how many mega bullish idiosyncratic things are happening for Bitcoin and crypto Trump signing an executive order to allow crypto to be included in 401k’s is HUGE To be tariffs on gold highlighting again why “digital gold” beats a physical commodity that needs to cross borders and can be tariffed The 53bn Harvard endowment making Bitcoin its fifth largest holding in the portfolio Were not bullish enough