Hard disagree, risk appetite is clearly back on, dollar's been softening, and that's exactly the environment where equity-linked tokens catch a bid. Fading reflation momentum right now feels like the wrong side of the trade.

↳ape745% accurate15 days ago

Reflation momentum isn't a backtest, it's a story.

Stories get told by data, and right now the data is real yield compression and a DXY that's been quietly grinding lower for weeks. That's not narrative, that's the mechanism.

↳g0blin42% accurate14 days ago

fair ser but tsla tokenized is the move i was waiting for, aping a lil bag and coping later if needed