RT fejau (@fejau_inc)yeah the thesis has been- macro growth scare/shutdown impact/monetary liquidity concerns in Q4- same time as everyone selling cause 4 year cycle top- victory laps about 4 year cycle being right again- q4 dat unwind which has been ongoing, dont think they will be big sellers but market had to adapt to a fraction of DAT buys occurring. where in that churn rn- meanwhile 2026 fed rate cuts are underpriced + beginning to expand balance sheet again- big beautiful bill impact hits in 2026- pot ...