He said it himself in the video: "I'm a contrarian indicator. Just do the exact opposite of me." Then he posted it the week bitcoin bottomed. Now look at what actually took him out. It really wasn't his fears about attention, quantum, core devs, AI capex or wrench attacks. It was leverage. Nobody buying $50 a week with no debt got liquidated in June. They just bought cheaper. Here's the part people miss. Bitcoin is incredible collateral for the lender. It trades 24/7 and gets repriced every second, so when price dips at 3am, they sell your coins and get paid first. For the borrower, that's the worst setup possible. If you're going to borrow, do it against something that isn't marked to market every second. Bitcoin didn't break his thesis. Borrowed money did. https://t.co/UVjOMh1anO