What i learned from this whole debacle of the past 3 days... is that you actually have to sell on the days when the chatter is muted/complaining about something else? Like Jan 27 2026 was the peak, like 9 days ago, and no one was even considering selling shit back then?

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The 80s were peak living

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CRYPTO-HOARDING FIRMS RISK MARKET CONTAGION Crypto-hoarding treasury companies (DATs), which fueled last year’s crypto rally, now threaten broader markets as selling pressure mounts. With Bitcoin down nearly 50% from its October peak, DATs without revenue may be forced to sell crypto to fund operations, creating “narrative contagion” that could spook investors. Recent sales by firms like Ethzilla and FG Nexus show the risk is real. Falling DAT stock prices and ETF outflows could push Bitcoin toward $50K–$55K. Vulnerable companies include Enlivex, Twenty One Capital, and Evernorth, while better-capitalized firms like The Smarter Web Company remain solvent, having avoided risky debt structures. Hughes calls it the “Hotel California trade”: easy to check in with crypto holdings, but hard to exit without crashing the market.

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The WSB ETF experiment is down -15.57% as of Jan 12 (I started at the peak)

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If you bought at the last, smaller peak it was 15 years

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Nothing is at a discount. Were a decade into QE and basically at peak euphoria for an AI rally that still hasn't figured out how to stop spending money or make a profit. There's a long way down still potentially. This could be a dip, but it also could not be. But I know for sure the market is not rationally valued right now and none of it is "at a discount"

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Projecting an 8% withdrawal rate and then calling someone else a Reta’s is peak WSB behavior

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Once the market crash is over. It took approximately **5 to 5.5 years** for the stock market (specifically the S&P 500) to recover to its pre-crash peak after the 2008 financial crisis. 

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Youch. I thought my "down" 20% from peak Jan, was bad...

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Mate, this is peak WSB conspiracy theory territory but honestly not the worst DD I've seen here. The whole "billionaires panic selling before getting dragged off in handcuffs" angle is pretty wild though. If these files were gonna cause mass liquidation, wouldn't we have seen it already? Most of these names have been floating around for years. Plus these people didn't get rich by making emotional decisions - they've got armies of lawyers and offshore structures that make prison time pretty unlikely. That said, if you're dead set on this theory, maybe look at luxury assets first? Private jets, yachts, high-end real estate - that's where the real panic selling would show up before they touch their market positions.

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