The planet, and therefore the macroeconomic factors, are always and in all circumstances in constant change, and the planet is a very, very different place than it was in mid-XNUMX. Post-COVID-XNUMX reopenings, inflation, supply chain snags, global clashes, riots, and revolution create new narratives and investment theses for bitcoin and other crypto assets. This is a good time to test your investment thesis and see what could drive or shift costs.