Gumg

unpopular opinion:
many people who already have the money to thrive in the era of AGI are going to be in the permanent underclass.
they will lose it all chasing an imaginary target with no basis or meaning.
if you have $1M+...you're good.

longed silver → down 47%
longed korean equities → down 22%
now shorting SPY and posting doom
CT is the best counter indicator

crypto is fucking useless
except when a war starts on a saturday and it's the only market on the planet where 8 billion people can hedge, trade, and move money
but yeah, it has no use case

Solana is the worst blockchain

fucking crazy
some people really expected a crash to $40K when the Iran war was being PRICED IN FOR WEEKS
this also while bears failed to make new lows on MAX FEAR
this is the cleanest setup for a bounce to $80K

The reaction from Bitcoin and alts like HYPE has been positive
Blackrock shilled BTC as an uncertainty hedge so I'm expecting flows to accelerate after +$800M last week
I bought Gold and Defense Stocks over the last 2 weeks in the event of a war and am expecting a gap up on Monday
As for the war, I offer no commentary other than the hope that it ends quickly and that the best outcome for humanity is achieved

Spent a few nights in nature and with a campfire at night
After years in crypto I can easily detect a burnout in early stage
Stay healthy, friends

There is fear around US x Iran that is stopping everyone from allocating, while also being overly bearish
> People are betting on AI being topped while also betting that AI will eat up the world in the next 6 months
> SPY is down 2% from ATH, bears are celebrating as if we're in a massive bear market
> BTC down 50%, somehow people are afraid Iran strikes will push it further down, so don't bid and/or sell
A lot of the bad is being priced in while BTC has been down for months and months, and stocks don't seem to crack yet even with max fear
Very difficult market to read atm, can find as many re

BTC at $126K: institutional adoption will get us to $1M in 2026
BTC at $60K in 2026: institutional adoption has destroyed crypto