@jakeclaverqfop: The thesis is a fast move to $50 to $100 before the reverse carry trade fully unwinds. Concentrated demand meeting constrained supply could drive a sharp repricing, followed by volatility as market stress hits. Institutional rotation and ETF demand could help support higher levels rather than a full reversal. One educated thesis, not a price prediction. Do your own research.

Jake Claver

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Monday 19 October 2026 18:33:16 GMT