@jakeclaverqfop: The deleveraging has started. Conservative institutions are pulling chips off the board. JP Morgan publicly stating the dollar will be displaced as global reserve currency without market panic tells you how much consensus has already. The divergence between crypto and the Russell 2000, which historically move together as risk-on assets, has created a significant gap. That gap tends to close. Equities come down and crypto comes up as the transition to digital financial infrastructure accelerates.

Jake Claver

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Region: US

Sunday 27 September 2026 14:04:47 GMT