What'll really bake your noodle is if the reason we see a top in the markets over the next month(s) (or year) is because of disinflation

Disinflation would prove Cathie Wood correct, so I would bet heavily against it.

When the Fed cuts rates it means businesses and individuals will seek more loans to spend into the economy, which increases demand for everything, which is inflationary. Also, money that is lying idle earning 5% also starts to be spent into the economy, since it isn't earning anything anymore, which increase demand for everything furter, more inflation.

Disinflation would be bullish for stocks, because it would mean lower rates.

Historically, you subtract 20 from the inflation rate and you get the pe of the market.

When inflation was 12% in the early 80s you had an 8 pe on the S and P 500.

Basically if you think we are going back to a world like 2010 to 2020 where inflation was very low and rates were very low, you can make an argument for stocks/real estate and Bitcoin here.

If you think inflation will be high this decade and we will be in a rising rate environment, stocks/real estate and Bitcoin are going to get hit and they are going to get hit hard.

So place your bets.