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Published 4 Jun 2026, 23:07 UTC · fetched 3 Nov 2026, 13:36 UTC
Jordi Visser
@jvisserlabs
In reply to · 4 Jun 2026, 20:05 UTC · context given to the AI
15k Bitcoin was much worse than 60k Bitcoin, but the S&P was down. I'm more and more convinced equities markets and Bitcoin will not trade as tightly correlated moving forward.I completely agree Dan. The next stage of crypto and BTC from an investment perspective should come in the application layer of Jensen Huang’s five layer cake with is basically related to software for the agentic world. Right now stocks are being driven by the chip, energy and infrastructure layers of the stack. I expect soon, the investor attention to look for ideas not subject to the bottlenecks and that is when I would expect BTC and crypto to break away from stocks but this time on the upside.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 61031.98 / 63806.02 − 1 = -4.3%d × r = -4.3% (neutral only if the price is unchanged) → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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