Steve Hou(@stevehou):Bulls will think this is extremely bullish because user penetration is low and we are still early; bears will think this is extremely bearish because user penetration is low and adoption will be much slower than bulls expect.

Steve Hou

@stevehou

Head of Research @silicondata. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)

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Steve Hou@stevehou

2026.10.12 03:24

Bulls will think this is extremely bullish because user penetration is low and we are still early; bears will think this is extremely bearish because user penetration is low and adoption will be much slower than bulls expect.