0xJeff
@0xJeff
Been saying this every week for the past 3-4 weeks now
Vibes feel like FTX/Luna all over again. Drawdown without any bounce.
BUT under the surface, fundamentals are forming (especially with DeAI)
- Open models (DeepSeek, Qwen, Kimi) becoming the default for YC & Silicon Valley
Vibes feel like FTX/Luna all over again. Drawdown without any bounce.
BUT under the surface, fundamentals are forming (especially with DeAI)
- Open models (DeepSeek, Qwen, Kimi) becoming the default for YC & Silicon Valley
0:010xJeff@0xJeff · Nov 16, 2025Feels like it’s over
Prices down, fear at extremes, everyone tired.
But zooming out - liquidity, AI, and policy are lining up again.
The setup looks eerily similar to the months before every past recovery.
The After Hour EP.29 — Reading Between the Fear.
[Link in bio]
Prices down, fear at extremes, everyone tired.
But zooming out - liquidity, AI, and policy are lining up again.
The setup looks eerily similar to the months before every past recovery.
The After Hour EP.29 — Reading Between the Fear.
[Link in bio]
Open quoted post →
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