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Jamesvanst

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The most wild stat is the standard replacement fertility rate is 2.1 births.
I know very few parents under the age of 40 that have 3 children or more.
The younger generations forget about it.
Bitcoin having one of those uncorrelated days on a risk-off day
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The volatility in single stock names is just incredible, its what bitcoin use to be.
Miss vol.
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Never go full macro
It’s incredible how politicians have distracted the masses by blaming billionaires while ignoring increases in the money supply.
Markets hate uncertainty and have likely bottomed locally after the Anthropic S-1. Also Elon’s comments make it more likely for a bottom
The market is going from historical levels of stock buybacks to record levels of issuance of stock.
What could possibly go wrong?
The current bitcoin structure looks bullish
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Past Bitcoin drawdowns has made this
current AI drawdown feel like child's play.
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Hiking into a energy shock what could go wrong
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Next stop for Gold breaking $4,000, is the 200WMA
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The VIX isn't even at 20 yet, orderly sell-off
I do wish the Bitcoin bear market was deeper to have taken quantum more seriously.
As soon as NGU, people are forgetting about it.
It’s a real problem for capital allocators that want to come into this space
BTC-0.67%
I hear a lot of companies and people trying to make money in tokenisation but the truth is only a few players will make the money in this space.
But a lot of value will be generated.
I’m quite shocked on how weak the bounce has been in some of the neoclouds today
Real capitulation starts if the neoclouds make new lows from Thursday's low. Everyone was calling for a bottom yesterday.
Deep consolidation territory
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The primary driver of this euphoric and greed in the market is the 2x, 3x leveraged ETFs.
Saw it in the crypto run in 2024 and then the AI run in 2026
$KORU down 80% and down a further 18% pre-market.
The entire market is just leverage
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KORU-10.42%
The primary driver of this euphoric and greed in thr market is the 2x, 3x leveraged ETFs.
Saw it in the crypto run in 2024 and then the AI run in 2026
$KORU down 80% and down a further 18% pre-market.
The entire market is just leverage
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KORU-10.42%
Out of all major asset classes, bitcoin topped first, then gold, then semis then memory.
Bitcoin was the first to bottom.
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