No new lows yet, and already the bottom calls are starting to pop up.
If you're wondering about cycle bottom data... no major updates to report. Like SOPR, which is still in bear market development mode. Waiting on a move to high loss.
Even from people who are bearish, they appear to have a very optimistic perspective of how this will play out. A soft fall in the short term, followed by powerful new ATHs into next year.
I think what might surprise a lot of people is how low price can get. Sub 30k is not off the table.
For the cycle to stay on track (and of course I believe it will), a curveball is coming.
@suekhim My 11 year old wants to improve his Maths/Physics and start coding.
My 9 year needs to solidify her maths and English comprehension
Excited to try it
@TheRealEstateG6 Index funds go down
Individual company stocks can go up
The economy can suck
Some companies do well in recessions
If people are losing their jobs or getting less for them, most homes and retail will suffer sure you can make money in RE as there are always expections
Paul Graham (@paulg) whether founders should move to Silicon Valley, and what it takes to build a startup hub anywhere else.
Live from our YC | Stockholm event on April 29, 2026.
01:01 – Why the Big Center Matters
02:45 – The Power of Serendipitous Meetings
04:36 – Investors Move Faster in the Valley
06:03 – Respect Follows the Move
07:59 – The Dropbox Story
09:10 – Measuring Yourself Against Big Fish
12:21 – Silicon Valley's Pay-It-Forward Culture
15:36 – How to Help Stockholm Thrive
17:24 – YC as the Optimal Path
19:54 – Could Stockholm Become The Silicon Valley of Europe?
"Always tell the truth. It's easier to remember."
🚨 New pod with Graham Lineham, @Glinner, we discuss:
- The friends who turned on him
- Women's sport & prisons
- Phones & the lost generation
- OnlyFans generation
Full episode 👇