I am by no means an expert, but I did manage to read through this quite lengthy theory which I found plausible. According to this, the event happens while valuations are still rising but have stopped rising FASTER.
"The market is pricing AI as a technology cycle when its actual anatomy is that of a credit-driven real estate cycle."
Interesting, at least…
https://www.groundbrkr.com/p/the-second-derivative-why-no-one
Tormod
npub1g4…4704y
2026-07-17 18:41:04 UTC
in reply to nevent1q…4xxj
Author Public Key
npub1g4698uwceujrvnz9py8hrtetvqelzkd68kl9tvmslzneds3dhlnsn4704ySeen on
wss://relay.momostr.pinkPublished at
2026-07-17 18:41:04 UTCEvent JSON
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