fade we can't all be bullish, right?

Charts by TradingView

Thread

Posted
2026-08-31 14:44 UTC
First seen
18h ago via trade comments
Chain
Robinhood Chain
Likes
3

Other theses on this trade

look at all the updates long is rolling out, including pre-ipo equities. market is still massively lagging in terms of pricing in that information imo

4 likes

im 70% sure that was it. laptop news is now a 'known' event, thus all activity on launch will now be frontrun and slowly priced into the market

4 likes

i think the market is still underestimating the reflexivity of this meta. once valuations cross 1b and become a meaningful % of the underlying company’s valuations, we increasingly have 1) visibility and 2) power. the higher we go, the more they have to pay attention to us and they have a choice to either support us such that we are all economically aligned or fade us. i choose to be an optimist here.

4 likes

i wonder which ecosystem people are going to pay attention to now…. no clearer trade in my mind

4 likes