a13v, Tiger Quant
The market is correcting, but not in the way most people expect. As we noted last week, the "boring part" is where discipline is forged. That period of quiet has now ended, shattered by a data shock that confirms our thesis.
The cool off month is here, as anticipated. First-level thinking sees boredom; we see a high-probability setup. Our playbook is simple: accumulate cash and patiently stalk generational lows in our high-conviction plays. This is where discipline forges the next win.
A healthy consolidation is underway for ETH after its ATH, with a classic pattern of crypto front-running equities. With rate cuts priced in, the equity market faces an asymmetric risk profile, vulnerable to any negative data. This reinforces our expectation for a cooler Sept across all risk assets.
China is at a rare inflection point. The DeepSeek AI breakthrough & a historic A-H share convergence have rewritten the rules, creating a structural technology leadership play. Our evolved framework shows how to navigate this new era, filter for policy alignment, & find the real signal in the noise.
This isn't a bull market; it's an architected rally. A policy-driven mirage designed to sell a weak economy at a high price. Second-level thinking is required to see the divergence. We're showing you how to navigate the final act, protect and multiply your gains. This is the signal.
After 8 years of building privately for investors and funds, our system for finding institutional footprints is now public. We fuse timeless market cycles with modern quant to give you a verifiable edge over the noise 95% of traders fight. Join our Test Access Launch and find the real signal.