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Vugar Usi Zade suggests that the true market forecast lies in understanding the regime rather than just focusing on price targets.
If liquidity continues to be supportive and ETF demand remains strong, the potential for market upside is clear. However, without these factors, even strong narratives could struggle.
Usi Zade’s perspective on regime awareness finds parallels in his examination of how gold reached a record high amid shifting market conditions. His attention to broader market trends also aligns with recent observations regarding the transition from Web3 narratives to infrastructure, further underscoring the importance of understanding deeper structural changes beyond immediate price movements.