📈Ithaca Protocol Market Update

► There is a Trump crypto put active right now; ( market should feel there is a structural bid in the market post aggressive FUD; similar to how Greenspan put underwrote the late 90s bull market ). We are also nowhere close to any ' irrational exuberance ' speech, which was uttered in late 96 and next bailout took place Sep 98 ( and bubble burst in March 2000, but also left us with Amazon and Google as well as fibre optic network that underpinned next 25 years software eating the world )

► ⁠ISM and payrolls this week

► ⁠Trump’s State of the Union address early Wednesday Asia time, will he elaborate on crypto stockpile or reserve/ crypto summit on the 7th, we aren’t done with the headlines

► 4 D Ukraine chess in full swing with Europe presenting their version of ceasefire plan

► GS Prime Book short positioning highest in 5 years

► ⁠Option skew increasingly favoring puts, another way to see retail stepping back