Published 15 Oct 2026, 04:18 UTC · fetched 3 Nov 2026, 10:56 UTC
Ivan on Tech 🍳 Founder @ Bullmania
@IvanOnTech
Quoting · 28 Jul 2026, 04:48 UTC · context given to the AI
GOOOD MORNING CRYPTO The AI trade is ending Everyone understands that while AI is great tech the over-investment in AI infra doesn’t make sense with current revenues and financials of AI products The stock market is shaky Crypto is the next big trade imo!!!AI STOCKS STRUGGLING 🚨🚨🚨 1. In October 2025 we moved from crypto to AI 2. During summer 2026 we moved from AI back to crypto (see tweet below) 3. Crypto is in the early bull while AI stocks are in early bear I AM BULLISH BITCOIN AND ALTCONIS https://t.co/bUPGtE3CKnView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 82057.76 / 81492.72 − 1 = +0.7%d × r = +0.7% (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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