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Published 5 Jul 2026, 12:30 UTC · fetched 3 Nov 2026, 13:36 UTC
Jordi Visser
@jvisserlabs
Equity momentum is crashing. AI is not over — the easy-money phase is. Now the story shifts to AI agents, enterprise adoption, and “productivity leverage.” "Even at tens of millions of agents users, we're still early" "There's just not going to be enough compute in the world to satisfy all the demand." Warsh speaks too and doesn't seem concerned about inflation. Could we see a cross-asset momentum regime shift soon? And Bitcoin? Shorts are getting greedy. Vol is compressed. Bad news is no longer breaking price. First bottoming signs are showing up. New video: Momentum Is Crashing, Bitcoin Is Bottoming, AI Agents Are Rising https://t.co/QPZaCJ2ZwbView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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