just a thought dump on trading, markets, and the human game we all play... lately someone approached me about creating a MuddyWatersResearch equivalent for crypto - you know, deep research reports to drive short positions. but this completely misses how crypto markets function. the

We’re excited to work alongside Walrus 🦭/acc, the global data layer, to build the modular infrastructure for the next wave of AI-driven systems. Together, we’re making intelligence open, composable, and ready to scale.

the next bear market (dont know when) will be worse than most ppl here expect. there's a large cohort of dumb money who know nothing about crypto buying dats and etfs. this never ends well. we may need another 50% drawdown while these ppl puke their position before the market can