Tag

Market Psychology

2 articles tagged Market Psychology.

Jun 02, 2026 · Asset Class · 4 min read

Historical Startups, AI Disruption, and Market Narratives

Analyzes historical state-backed ventures, supply chain integration, and AI's impact on strategic decision-making. Explores how market narratives drive capital allocation and why human skepticism remains a critical competitive advantage in volatile economic cycles.

Business Strategy Market Analysis Entrepreneurship #Venture Capital #Supply Chain #AI Strategy #Market Psychology
Mar 16, 2026 · The Milk Road Show · 5 min read

Building Conviction Through Technical Understanding

An analysis of the shift from narrative-driven investing to technical conviction in crypto. The discussion highlights the structural weaknesses of Ethereum, the enduring value of Bitcoin's cryptography, and the risks of downstream belief in financial markets.

Technology Finance Investing #Bitcoin #Ethereum #Investment Strategy #Crypto Technology