Here's my 2 strongest points on where we are in the cycle.
Green monthly guppy on Bitcoin is a quite strong signal IMO.
Combine it with a crumbling fiat world which soon will need money to be printed at a pace we never seen before:
This may send all our old bags to the moon!
I highly recommend reading Arthur Hayes' latest blogpost: https://blog.bitmex.com/the-periphery/