Loading…
Published 4 Jun 2026, 05:55 UTC · fetched 3 Nov 2026, 10:56 UTC
Alex Krüger
@krugermacro
In reply to · 4 Jun 2026, 05:45 UTC · context given to the AI
@krugermacro Go ahead. I always listen to you1. there's no "forever" 2. the four year cycle is hopium, even though it can drive self fulfilling flows 3. the btc underperformance trend vs AI related assets is very long, not noise 4. the eth underperformance trend vs almost everything is overwhelmingly evident 5. something going down when it should be going up it's signal (crashing solo is very different than crashing due to macro conditions) 6. I expect the AI trend to continue for a long time, and BTC to continue underperforming => there are much faster horses offering higher convexity than BTC 7. A handful of crypto assets can perform very well regardless.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 62262.01 / 63890 − 1 = -2.5%d × r = +2.5% (neutral only if the price is unchanged) → correctOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
Think the interpretation or outcome is wrong? Sign in with X to request a correction, so reviewers know who is asking.
Sign in to request a correction