Published 7 Jul 2026, 16:41 UTC · fetched 15 Oct 2026, 05:05 UTC
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@Pentosh1
In reply to · 7 Jul 2026, 15:34 UTC · context given to the AI
$BTC starts looking cheaper and cheaper the longer it chops above $58k while equities put in blowoff tops and Saylor overhang concerns diminish by the day Mental model is asset allocators fear they rotated into memory/ai/chips too late and are looking to capture the next rotation asap 50% discount on a 4 year cyclical asset that everyone is sidelined on because their astrology says the bottom isn’t until October starts looking really attractivei think there are less people jumping from crypto to stocks and vice versa than you think, and more rotating sectors inside of each. at least thats a good framework beaten down software names up 20% this week. googl caught a bid, nvda catching one now some of the bigger names that have been lifeless beginning to move in that sense, its just like crypto with narratives so i'd like more internally at each. which rotations are happening, and why. how long may that persist. semis for example could be cooked for several months. but yes, the 58k area is attractive and anything within 10-20% of that rangeView 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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