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But we saved everything 🙂.
Steven Lubka highlights that a substantial amount of capital is currently offsides and must now pursue assets at higher prices.
This observation suggests that unused funds could lead to upward pressure on asset values.
Lubka has previously commented on sector shifts, noting that most crypto projects outside stablecoins and asset trading are over in a review of differences from prior bear markets. He also observed bearish sentiment around the SpaceX IPO, suggesting negative outlooks could present potential for strong performance. These prior observations inform Lubka’s perspective on emerging capital flows.