Tao bid continues

anyone know the tao catalyst? am going to look into it a little. Only longed last night bc that bid flow felt to purposeful/calculated to be random and something felt like it was going on

didn't want to write twice (lazy lol)

similar concept to what's written in the quoted tg post

https://x.com/BlueLightCapit1/status/1976743717290594636

is trading view buggin or is everything down 50% fr

or is everything down 50%

is floki down80%

?

you don't fall like that and instantly recover with everything ok. Something broke, it can get worse before it gets better, be very careful. give it time to see how everything digests over the coming days before making any moves

-80% candle's across the board, craziest shit i've ever seen. there was no way to escape it with p much everything also losing function from dAPPs to cex's

now u want the red arrow

too lazy to write twice lol

https://x.com/BlueLightCapit1/status/1983288166607139143

circling back to this, interesting intraday PA - mags & semi's weighing down indecies while equal weight and rate sensive/economic cyclicalos all positive (btc included in this basket)

https://x.com/BlueLightCapit1/status/1986833284295500155

equity valuations arent expensive broadly, its a small basket of the ai trade thats become rly over priced but they skew the index's valuation bc of their weight vs. nat gas is growing earnings, but priced at recession valuations. Earnings growth probably will ramp with the continued DC build out + cyclically favorable going into winter. Utitlies started getting bids bc of this earlier this year, but nat gas stocks still behind. money looks like it might have started rotating form some of the mag7/semi names and i think there's room for that to continue

pic: RRC & EQT vs. SPY intraday 11/7/25