Market Enters the True Liquidation Moment
TLDR
1. The market will end with a blowout of all leveraged longs
2. Funds are fleeing from US stocks and precious metals
3. Institutional hedging demand is extremely high, skew is severely left-leaning, and downside insurance becomes very expensive
4. All publicly held long positions will be challenged
5. The hot sectors in the market are only prediction markets and RWA
6. MSTR faces fundamental challenges, and other DATs are nearly bankrupt
7. The true hedge remains focused on original exposure hedging
8. The bottom range is beginni
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