Slack: C09VCMNJ0RH/ts:1771264586.4581

Author: Scott Leavitt Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

equity-market-correction-positioning

🔴 [E503] Correlation does not equal causation. Interest in AI stocks is drawing liquidity from crypto rather than fundamental linkage between the asset classes.

challenging · 2026-04-07

global-liquidity-cycle-macro-regime

🟢 [E825] AI stocks drawing liquidity from crypto is the simple explanation for underperformance.

supporting · 2026-04-07