Published 31 Oct 2026, 14:44 UTC · fetched 31 Oct 2026, 15:10 UTC
Ansem 🐂🀄️
@blknoiz06
In reply to · 31 Oct 2026, 14:38 UTC · context given to the AI
crypto tops first, stocks top later. 2017: btc topped in december, stocks put in their final high in sept 2018 and dumped into christmas. 2021: btc topped in november, s&p topped jan 2022. months of lag, sometimes close to a year. this cycle: btc topped oct 2025, drew down 50% into april, and stocks kept making new highs the whole time. a full year later they're only now cracking. crypto did an entire bear market by itself while stocks never had one the uncomfy part… every other cycle, the stock top kicked off crypto's worst leg. q4 2018 btc went 6k to 3k while the s&p dropped 20%. h1 2022 btc went 47k to 17k while the s&p dropped 20ish%. higher beta on the way down too my bet is “this time is different” that crypto “new lows” leg already happened. stocks do their correction now while we base. if i'm right it might look something like this. stocks 10, 20% down over a few months instead of a one week while crypto chops and grinds, holds up better, maybe another leg up late q1 or q2 once stocks find a floor. ‘27 better than ‘26 is a low bar, ‘26 was terrible binance hack, tech selloff, midterm nerves, crypto ate all of it and barely moved. i know the bybit and ftx playbook, strength for a week then the delayed dump. possible. so far it's holding tho. I’m holding/buying spot rn cuz the potential upside in case I’m wrong and we mark up sooner is much much higher than trying to grab 20% more coins on a “maybe we dump” scenario. no new lows anyways is my base case so might as well ride. most of this is waiting around. gonna be a lot of that coming up.@ThePumponomics what is your reasoning for "this time is different"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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