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Strong job reports are likely unreliable data - historical patterns show massive downward revisions and political noise, making current 'crushing' numbers questionable for market forecasting.
“We look at these job reports, we get really excited... and then while you're not looking, they rug pull you and change the job numbers entirely. And markets have been reacting the whole time to all of this basically fake news about jobs.”
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Bitcoin treasury companies are struggling with poor execution - many firms that yoloed into BTC at the market top are now being forced to liquidate holdings to cover operations because they lacked a sustainable cash-flow plan.
“Bitcoin treasury acted like completely redacted momos and yoloed into literally anything they could find at the dead top of the market... they sold Bitcoin at these prices. And that's what happens when you go all in at the top and you don't have a plan.”
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On-chain IPOs are bridging the gap to traditional finance - France’s first blockchain-based aerospace IPO demonstrates how tokenized equity can replace legacy rails for regulated capital raises.
“This is tokenized equity that's moving from concept to live capital markets... Regulated companies being able to raise and go public, but using blockchain rails and issuing tokenized equity that way.”