MrDecentralize on Nostr: Why are stocks falling? Pick a narrative. Any narrative. Today it’s AI. If ...
Why are stocks falling?
Pick a narrative. Any narrative.
Today it’s AI. If hyperscalers really end up holding 2.5 trillion dollars in AI assets by 2030, a 20 percent depreciation rate alone would erase 500 billion dollars a year. That’s more than their combined projected profits for 2025.
But here’s the truth no one wants to admit: you can spin a thousand explanations, and they’ll all sound convincing. Markets fall for one reason. Liquidity contracts.
And they rise for one reason. Liquidity expands.
The only question is where you want to be positioned when it does.
History has been pretty clear about which asset benefits the most. #Bitcoin
Published at
2025-11-22 12:36:05 CETEvent JSON
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"content": "Why are stocks falling?\nPick a narrative. Any narrative.\n\nToday it’s AI. If hyperscalers really end up holding 2.5 trillion dollars in AI assets by 2030, a 20 percent depreciation rate alone would erase 500 billion dollars a year. That’s more than their combined projected profits for 2025.\n\nBut here’s the truth no one wants to admit: you can spin a thousand explanations, and they’ll all sound convincing. Markets fall for one reason. Liquidity contracts.\n\nAnd they rise for one reason. Liquidity expands.\n\nThe only question is where you want to be positioned when it does.\n\nHistory has been pretty clear about which asset benefits the most. #Bitcoin",
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