Published 31 Jul 2026, 18:03 UTC · fetched 3 Nov 2026, 10:55 UTC
Ignas
@DefiIgnas
Bring Koreans from AI trade to start a crypto rally. Crypto used to account for up to 60% of equities trading volume, but now it has dropped to just 1% of KOSPI. Koreans simple left crypto for AI. hard to blame them when they 1) prefer alts to BTC, especially XRP and 2) they are trading at all time lows. Yet the moment KOSPI dropped, crypto volumes recovered. So rotation is almost immediate. And my intuition is that this applies to different countries as well, although with slower and more muted impact. Fair to claim that until AI trade is done crypto can't fully run? Although I still believe we can run hard until end of 2026 because from next year 22% crypto tax starts in Korea. So the last run to make it all back can be crypto.View 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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