I agree with the confusion part, not 100% agree with the second, but don't disagree either...it just remains to be seen.
Some guy (who looks like a "mad hatter" from "Alice in wonderland") proudly predicts MSTR bankruptcy scenario in 2026.

I don't buy it necessarily, but MSTR gyrations is something bitcoin would have to endure at some point.
It maybe at least moderately likely that bitcoin would at some point undergo a secular bear market, but I don't envision this happening 8-10 tril in market cap (or maybe even higher).

It seems that a lot of hodlers are uncertain about the state of the market rn.