Published 25 Jun 2026, 17:26 UTC · fetched 20 Oct 2026, 08:29 UTC
threadguy
@notthreadguy
In reply to · 25 Jun 2026, 17:25 UTC · context given to the AI
alright hear me out remember a month ago when spx was down 10% and trump was threatening to nuke kharg island at the bottom? everyone was convinced he was going to do it and flipped giga bearish. the bears victory lapped and the last bull capitulated. in hindsight that was the definition of peak fear. sure it was POSSIBLE, maybe < 5%, but the right tail of trump not doing it was severely underpriced; cc the market going up in a straight line to new highs what if we’re in a similar spot with bitcoin and michael saylor? the entire market is fully convinced saylor has to “blow up.” i’m not sure most fully understand what that means? the saylor overhang has been priced in by institutions for months evident in btc/spx & btc/gold. it has been absolutely destroyed during a generational bull market. i refuse to accept everyone is JUST NOW realizing the saylor problem. maybe a lot of us on crypto twitter are but we don’t control the flows. no idea how saylor wiggles his way out of this jam and i must admit an emphatic deleveraging into strategy blowing up with a final dat cleansing seems like a fitting bottom but when do we ever get a well predicted fitting bottom on schedule all im saying is feels pretty fucking fearful right nowbest way to express this is micron callsView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 59929 / 59579.95 − 1 = +0.59%d × r = +0.59% against a neutral band of ±1.00% → neutralOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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