Jeff Park
@dgt10011
Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA
Joined March 2009
3.1K Following 101.5K Followers
I don’t think Bitcoin is selling off because of MSTR
I think it’s being tapped to fund the market’s upcoming hot ball of money trades: SpaceX, Anthropic, whatever else everyone suddenly “has to own”
This means in the future, the correlation breakdown will itself become the fuel
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