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Published 31 Jul 2026, 12:00 UTC · fetched 3 Nov 2026, 10:58 UTC
₿IRB
@crypto_birb
KOSPI just recovered 17% in a single day. Chip-heavy korean stocks bounced off April futures gap. We're witnessing a regime shift in real time: 1. Big Tech earnings confirmed the AI infrastructure trade. AWS +37% YoY (fastest in 18 quarters). Azure surged. Meta punished. Apple soft. 2. Asia opened and KOSPI ripped +14% to +18%. Samsung and SK Hynix hit daily limits. 3. US 30-year yield at 5.22%, the highest since 2007. Brent $87-$88. AI getting shaky. Long yields price in long-term risks. Oil says inflation isn't done. Crypto suffering may start soon with August negative 11 of 16 times for BTC. Bear market grand finale is loading. Buckle up.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 63041.63 / 63677.86 − 1 = -1.0%d × r = +1.0% (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
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