cuban🍂

the beauty of the four-year crypto cycle is that halfway through every cycle, everyone asks:
"is this time different?"
no..
but yes
every cycle is different
this cycle, they listed almost every asset with even a whiff of external demand or a path to a CEX
at the same time, the supply increased dramatically that the marginal crypto buyer was competing for
then the largest S-curve TAM in decades arrived
now the same buyer who would've chased alts in 2021 is buying AI infra plays on IBKR shilled to them by broccoli-cut tiktok influencers
co-packaged optics
lasers
photonics
DRAM
crypto is no long

chat am I cooked???

as Asahi as my god and witness, I will do everything in my power to reverse the birth rate crisis in japan

we are on track to speed run the cycle bottom at this rate

feeling sad?just turn the chart upside down