@baklanich
it’s wild how fast the narrative shifts. a few months ago everyone was obsessed with AI agents and prediction markets, now we’re back to doom-scrolling ETF flows and debating “inflationary pressure.”
market’s clearly flushing out the leverage. it sucks to watch, but it’s probably the reset we needed to actually move higher later.
the move now isn't chasing every $71k bounce, it's watching where the builders are actually staying.
stay comfy.
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