Bitcoin is far from the bubble of any sort, but I am turning cautious on the rest of the market:
1. Speculative names had peaked, witnessed by ARKK showing a nice summit.
2. SC will render a decision on student loans on Tue. If they reject student loan forgiveness (as most expect), then the logical direction is down for a bit.
3. Fed reserve would not "like" to have a continuation of the bull into rising rates (which they will probably do in July). I expect a small bump in some inflation number, which would give them the "go ahead" signal for 0.25 or maybe even 0.5 ("one and done"). BOE went for a 0.5% increase recently.
Haven't decided if i want to actively "play" these developments or just stay put.