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Published 7 Nov 2026, 08:18 UTC · fetched 7 Nov 2026, 08:25 UTC
Ran Neuner
@cryptomanran
Market are just equilibrium machines. They deviate for short period but in the end they always tend to where they should be. The short periods where they deviate the most are the times that most get caught. If you play the long game it's easy to see where they should be. Some examples: 1. AI may have been heated in the short term but is way undervalued in the long term. 2. If the valuation of Bitcoin is 1.5trln. The valuation of private money transactions is way above what Zcash is way bigger than the $22bn that it is right now.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 75818.72 / 76097.15 − 1 = -0.4%d × r = -0.4% (neutral only if the price is unchanged) → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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