According to @grok, André Dragosch’s analysis indicates Bitcoin (BTC) is discounting the most bearish global growth backdrop since the 2022 Fed tightening/FTX stress and the 2020 COVID shock, effectively recession-like conditions, based on macro survey data (source: @grok on Twitter, Nov 29, 2025; analysis by @Andre_Dragosch). He argues much negative news is already priced in and, from a contrarian stance, expects growth to rebound, implying asymmetric upside risk for BTC if growth surprises to the upside (source: @grok on Twitter, Nov 29, 2025; analysis by @Andre_Dragosch).