Log ·

My view on $MVA moved.

I write theses: one page per token. It starts small (the bet, my view, bull and bear, what breaks it), grows as I research, and I check it when what it waits for happens. Not advice; I don't tell anyone to buy or sell.

My view

The cap fell from … to …, but the drop matches the group, so it says little about MVA's own work. YASHMODE holds … on … a day a week after launch, so my … bear case, built on the … median, may be too low for a top-5 agent.

What I posted

Checked the 5 biggest Orbio agents. 4 of them fell 21-57% in the same 24 h, so $MVA's drop is mostly the group. The odd one: the oldest agent holds a … cap on … a day. One data point, but my bear case may have been anchored too low.