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January 14-29 is a period of superposition driven by "policy + institutions + narratives" triple catalysis.
If successfully navigated, February will mark the true beginning of the Altseason.
The CLARITY Act text is ready, awaiting final confirmation from both parties.
A vote on January 31 has a greater than 75% chance of success, which will release regulatory certainty and trigger institutional allocations.
The large unlock from January 15-18 will test market sentiment.
The Davos meeting from January 19-22 will set the tone for February's policy direction.