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The narrative for Crypto underperformance that seems to make rounds every few months is extremely misleading IMHO

Via Nomura

Peace is very bearish for the bubble

Rule changes for the SpaceX $SPCX IPO:

Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5.

This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations.

Bloomberg Intelligence…

No paywall and he's at the point of flipping the table over

A very good analyst, but can a bottleneck thesis really play out over a 17-day period in which there were no earnings reports and almost no news?