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Crypto_Psychic
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And on top of that, we still have the AI bubble CapEx is growing, valuations have disconnected from reality The market seems to have forgotten this risk But it hasn’t gone anywhere The bubble can pop at any moment
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Walrus and the Case for Operational-First DeFi Infrastructure
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If the price goes lower - Saylor will be forced to sell He’ll have no way to pay off his debts This isn’t “possible”, it’s mechanical Either they sell to save themselves Or they don’t sell and go down themselves It’s zugzwang Add Japan to the picture They’re exiting zero rates And Japan is the foundation of global cheap liquidity When Japan tightens policy - the world feels it first
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And since we're already talking about treasury risk We can’t ignore MicroStrategy They’re also a huge threat to the market Specifically, their average purchase price is $75k A drop below this level will bring the market to its knees
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APRO and the Infrastructure of Market Truth
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