i feel like 11/4 was a moment of the crowd catching a peek behind the curtains.
A few of us here noticed no asset was rising at all, no sector, not crypto, not bonds/treasuries, and not commodities.
I still dont think that liquidity crunch went away completely despite 11/5 action, i think if anything we walked a tightrope over lava today. But for how long can we keep that up?
Its great that everythings fucking booming, but if institutions are so levered on investments that we nearly started a collapse on 11/4... what happens when a few of these get margin called again?
I dont trust this, and I think the banks stretched themselves too thin again. I havent felt things so sus over the past 6 months, and good on all of us who made bookoo cash from it. Hope im wrong.