No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
Score50
Comments23
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In last 2 weeks all asset classess are experiencing significant withdrawals/corrections and this in part might be related to liquidty drain caused by treasury settlements and balance exhaustion of reverse repo facility. I don't think this was intentional, but still indicates end of asset price bubbles, easy money and get rich fast era, and could also mean trouble for speculative investments from bitcoin to AI.