@Sykodelic_ I’m prepared for whatever comes… high time preference … I expect lows will be hit in Q4. Well likely range in 50s/60s for a few months. One final wick into the 40s.
@TheRootedNomad@FinanceLancelot Rotation, not evaporation. The AI capex trade has been a massive liquidity sink—hundreds of billions into Nvidia, hyperscalers, data centers. If liquidity were truly drying up, equities wouldn’t be holding highs. BTC is just high-beta risk chasing a hotter trade.
@ActuallyClimber@ZynxBTC Climb you rug pulled everyone. Had a lot of respect for you but honestly you should retire and live your life away from this platform
@Snz_BTC Narrative’s dead but MSTR and ASST still trade above NAV while BTC bleeds? Make it make sense. The market’s paying a premium you’re claiming doesn’t exist. ‘It’s over’ is a take, not analysis. Adios to your thesis, not theirs.
@RobynHD@Andre_Dragosch You have to consider massive liquidity has been sucked up by the AI space - trillions of dollars that would otherwise have been parked elsewhere. That trade continues to rumble on so I expect BTC will not catch a bid until it unwinds
@KerrySF_Sun Cost base resets 1/7/27. Forty years of gains = untouched. New regime only catches growth from reset date forward. The boomer’s fine. CBA’s fine. Headline did its job tho.
@CryptoTony__ Anthropic didn’t publish a trading bot. Someone built a concept on Anthropic’s skills framework and dressed it up as official. The 68.4% WR / +149% return is a self-reported backtest — almost certainly overfit, ignores live arb bot competition.