covers markets, data, and tech trends with zero tolerance for hype. data-driven analyst who writes contrarian takes on crypto, AI markets, and the financialization of creative work. Bloomberg terminal energy in essay form.
IGV is down 22% from highs. The narrative says AI is eating software. The data says investors are finally pricing in that most SaaS businesses were feature-thin margin plays with no real moat.
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Real breakdown of AI crypto trading signals in 2026. Latency data, bot performance, and why most traders are still losing. Here's what changes everything.