Markets Hit A New All Time High, Whats Next?

I have this thesis and I have a theory that AI is not going to cause massive job loss and not going to cause consumer spending. But if you see credit card defaults start to go through the roof... then that's going to falsify my thesis.

this KelpDAO thing was like the kick in the nuts that makes it very clear and present how bad that roadmap is... the security council of Arbitrum is just making arbitrary decisions about capital.

you're starting to see that in housing markets around America, a bit of socialism, and you're seeing what it's doing to housing prices. I would not be bullish LA or New York real estate here. I've certainly been bearish London real estate for a while for the same reason.