2025: the year of giant mispricings.
By Maxime Laurent · 2025-12-11 11:43
2025: the year of giant mispricings.
A quick take: Even mega-caps doubled overnight — so $BTC volatility isn’t crazy at all.
Sitting on my balcony with the sunset turning the sea orange, I can’t stop thinking about how 2025 has been a masterclass in market mispricing.
Not in small caps, not in shady alts — but in the biggest, most liquid, most transparent giants on the planet. Incroyable, really.
Look at this trio:
🔸 NVIDIA — collapsed from 150 to 86 on DeepSeek FUD + tariff chaos, then ripped back to 183.
That’s a 2x collapse followed by a 2x recovery.
Over $2 trillion of value got “lost and found” like a wallet under the couch.
🔸 Gold — the boomer asset, the safe haven, suddenly printing +60% YTD.
That’s an $11 trillion repricing… for a metal that literally just sits there.
🔸 Google — the freshest example. Slid quietly from 1.79T to 2.8T, then exploded to 3.8T in just six weeks (Oct–Nov).
A casual +2 trillion like it’s nothing.
Three massive, globally watched assets — all dramatically revalued in months.
If that doesn’t show how messy, emotional, and irrational markets still are, I don’t know what will.
So when people tell me $BTC “can’t possibly move that fast,” I just smile and sip my café.
Because 2025 already proved that anything can be mispriced — even the giants.
And while the bear market fries everyone’s brains, all the core Bitcoin theses remain untouched: Larry is in, Trump is loud, the U.S. is warming up, and even Elon’s whispering about $BTC again.
The stage is far from dead.
#Bitcoin #BTC #Markets #Mispricing #NVIDIA #Gold #Google #Macro #CryptoNarrative
A quick take: Even mega-caps doubled overnight — so $BTC volatility isn’t crazy at all.
Sitting on my balcony with the sunset turning the sea orange, I can’t stop thinking about how 2025 has been a masterclass in market mispricing.
Not in small caps, not in shady alts — but in the biggest, most liquid, most transparent giants on the planet. Incroyable, really.
Look at this trio:
🔸 NVIDIA — collapsed from 150 to 86 on DeepSeek FUD + tariff chaos, then ripped back to 183.
That’s a 2x collapse followed by a 2x recovery.
Over $2 trillion of value got “lost and found” like a wallet under the couch.
🔸 Gold — the boomer asset, the safe haven, suddenly printing +60% YTD.
That’s an $11 trillion repricing… for a metal that literally just sits there.
🔸 Google — the freshest example. Slid quietly from 1.79T to 2.8T, then exploded to 3.8T in just six weeks (Oct–Nov).
A casual +2 trillion like it’s nothing.
Three massive, globally watched assets — all dramatically revalued in months.
If that doesn’t show how messy, emotional, and irrational markets still are, I don’t know what will.
So when people tell me $BTC “can’t possibly move that fast,” I just smile and sip my café.
Because 2025 already proved that anything can be mispriced — even the giants.
And while the bear market fries everyone’s brains, all the core Bitcoin theses remain untouched: Larry is in, Trump is loud, the U.S. is warming up, and even Elon’s whispering about $BTC again.
The stage is far from dead.
#Bitcoin #BTC #Markets #Mispricing #NVIDIA #Gold #Google #Macro #CryptoNarrative
Disclaimer: This content is for informational purposes only and not financial advice.