I would love some thoughts on any that take the time to read this:
“Liquidity Reversing”
https://www.myrmikan.com/pub/Myrmikan_Research_2025_01_14.pd
Saylor (losing $6B in one day in 2020?), fartcoin, butthole coin, gold, Bitcoin, and bubbles.
Myrmikan Capital holds no punches on this one.