Every Zipp story tagged #Contrarian, newest first.
Eight high-profile obituaries since 2011 all marked buying opportunities rather than the end, with returns shrinking as the asset matures but never turning negative.
Sentiment did not just dip — it held below the neutral line for all but one of the first 182 days of the year, the kind of sustained defensive posture that historically sets up contrarian reversals.
A record net long dollar position and $700B of leveraged SOFR shorts are the kind of one-sided positioning that snaps the other way. The question is whether Friday's jobs print is the jolt.
Three prior bear crosses marked cycle lows and the start of three-year rallies. The setup has the lagging-indicator logic traders expect at exhaustion, even if three samples are not a theorem.
The index briefly topped into Greed on January 15 with BTC near $97,923 and has spent the rest of the year sitting in Fear — a stretch of persistent caution unusual for a bull cycle.
Bitwise Chief Investment Officer Matt Hougan has publicly framed crypto as a contrarian bet in the current environment…
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