Slack: C0A0J067M6V/ts:1770979341.2283

Author: thibault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

inflationary-bust-commodity-barbell

🟢 [E1657] Atoms vs Bits (Citrini thesis) has much further to go but a little stretched short-term. Decade-long correlations breaking down. Passive doesn't cut it, it's a traders market with max rotation/dispersion underneath.
supporting · 2026-04-07