X @Ansem
Ansem 🧸💸·2025-09-22 19:05
RT MONK (@defi_monk)This is a great thread from @blknoiz06 and really want to see him do more of this type of writing.A couple of thoughts on why I think the comparison between stocks and crypto may be unfair:- Indices growth has been driven by a global flight to established risk in the face of currency debasement, an ongoing AI inflection, continued margin expansion, etc. This has outsized benefits for megacap tech and it is not a one size fits all story. smid caps have not been an easy game to play for ex ...