Topic
#Markets
2 posts filed under Markets.
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Is Bitcoin Forming a Bottom? An Adversarial Assessment of the Multi-Month Accumulation Thesis
Bitcoin sits ~50% off its high and just tagged its 200-week moving average. The on-chain evidence says 'value zone,' not 'confirmed bottom' — the adversarial read.
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SpaceX, the Force-Fed Valuation, and the AI-Lab Echo: A Skeptic's Field Guide
SpaceX IPO'd at $1.77T — the largest ever — then fell 20% once shorting arrived. Inside the force-fed private valuation, and why the AI labs are more exposed.