General Discussion

I’ll give you that, but the old quote about solvency and rationality still apply here. We don’t know if these pullbacks are part of a more bearish outlook or just jitters. If rate cuts keep happening, the party may continue (may be an even nastier hangover).

Some companies will survive and likely thrive well into the future. I also wouldn’t conflate AI with crypto. I’m guessing we’ll see nvidia and Alphabet in 5-10 years. These are companies that whether or not people here like them or their products or practices, produce some value (in the eyes of shareholders) and sell actual goods and services. AI itself will continue to move forward in some way or the other. LLMs will evolve. The companies may change, but that’s capitalism. Crypto “treasuries”? I wouldn’t bet on it. They produce absolutely nothing of value.

People should invest according to their own risk tolerance.