Raoul Pal just quietly buried the Banana Zone thesis on a stream. No public apology. Just had his AI agent read it out in his voice: "The Banana Zone didn't happen. $1.5T of TGA liquidity went to AI instead."
That's 3/3 slain bulls now capitulated:
1️⃣ Tom Lee → flipped bearish, said $ETH sub-$1k incoming
2️⃣ PlanB → Stock-to-Flow cope dead
3️⃣ Raoul Pal → Banana Zone officially cancelled
You won't see this in crypto media because everyone's busy shilling $BTC to $40k, $ETH to $500, $SOL to $30.
Had to dig through a full stream to find this myself.
The irony? Peak capitulation = actual banana zone starts now. We've been scooping every week while permabulls turned bears. The most entertaining outcome is always the correct one.
Grab a spoon.
That's 3/3 slain bulls now capitulated:
1️⃣ Tom Lee → flipped bearish, said $ETH sub-$1k incoming
2️⃣ PlanB → Stock-to-Flow cope dead
3️⃣ Raoul Pal → Banana Zone officially cancelled
You won't see this in crypto media because everyone's busy shilling $BTC to $40k, $ETH to $500, $SOL to $30.
Had to dig through a full stream to find this myself.
The irony? Peak capitulation = actual banana zone starts now. We've been scooping every week while permabulls turned bears. The most entertaining outcome is always the correct one.
Grab a spoon.