Market Timing

Dec 19, 2025

Tiger Global just called the AI bubble. In their own fundraising letter.

They're raising $2.2B to invest in AI. All while warning investors that AI valuations are "elevated and unsupported by fundamentals." Here's what that means.

Dec 5, 2025

My prediction: 2-3 crypto IPOs succeed. Here's the data that convinced me (and where I'm wrong).

I'm betting on selective success at 55% confidence. Data-backed reasoning, blind spots, and your turn to vote.

Dec 2, 2025

Bitcoin crashed 28% in 30 days. Analysts predict $60K by mid-2026. Here's what that kills.

When the music stops, nobody IPOs. Today's clue: Crash timing matters more than crash size.

Nov 25, 2025

Reddit waited 20 years to IPO. Here's how they knew the window was opening.

Macro timing beats company readiness. Today's clue - patience + perfect signals.

Market Timing

Tiger Global just called the AI bubble. In their own fundraising letter.

My prediction: 2-3 crypto IPOs succeed. Here's the data that convinced me (and where I'm wrong).

Bitcoin crashed 28% in 30 days. Analysts predict $60K by mid-2026. Here's what that kills.

Reddit waited 20 years to IPO. Here's how they knew the window was opening.

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