Don't be stupid—it's important to put things in context
As heard by us
A conviction-heavy market talk that treats volatility as a test, not a verdict.
The episode reads like a blunt market check-in after a rough stretch in stocks and crypto. It moves from the Nasdaq and S&P pullback to Bitcoin, then ties in PMI, rate-cut odds, lower rates, and the end of quantitative tightening as reasons scarce assets may still have room to…
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