Last week a brand that still sells out yoga pants in most cities watched 20 percent of its value vanish in one session.
Crypto traders keep doing the same thing with tokens they think are too established to fail. They buy every dip, refuse to exit, and then sit through drawdowns that wipe out months of gains.
Lululemon didn't get rugged. It simply grew slower than the market had priced in, inventories built up, and the multiple compressed hard. That's the part most people skipped.
Right now greed sits at 75 and capital is still chasing $NEIRO, $CATI and even $ICP like the music will never stop. It does. We've watched quality names in crypto give back 40-50 percent once the narrative cracks, even when the product still works.
The risk isn't always a rug. Sometimes it's just the market deciding it no longer wants to pay a premium for growth that is merely good instead of explosive.
Where do you think this kind of reset hits next?
#LululemonTumbles20 #USAugustJobGrowthNearlyTriplesForecast #BitcoinETFsBiggestDailyInflowSinceJanuary
Crypto traders keep doing the same thing with tokens they think are too established to fail. They buy every dip, refuse to exit, and then sit through drawdowns that wipe out months of gains.
Lululemon didn't get rugged. It simply grew slower than the market had priced in, inventories built up, and the multiple compressed hard. That's the part most people skipped.
Right now greed sits at 75 and capital is still chasing $NEIRO, $CATI and even $ICP like the music will never stop. It does. We've watched quality names in crypto give back 40-50 percent once the narrative cracks, even when the product still works.
The risk isn't always a rug. Sometimes it's just the market deciding it no longer wants to pay a premium for growth that is merely good instead of explosive.
Where do you think this kind of reset hits next?
#LululemonTumbles20 #USAugustJobGrowthNearlyTriplesForecast #BitcoinETFsBiggestDailyInflowSinceJanuary
