[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![optionsly Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1316591974242086912.png) ConsumerTechBets [@optionsly](/creator/twitter/optionsly) on x 2033 followers
Created: 2025-07-16 17:56:18 UTC

2021:
• Obvious pockets of insane bubble behavior;
• ZIRP
• Indexes were still "cheap" (in hindsight)

2022:
• Inflation from stimmy + supply chain shock => Rate hike
• Tech growth slowed from reopening + lockdown baseline
• Combination of 1&2 created doom loop (growth slowed + rates => spend less => slower growth etc)

Now:
2025:
• Obvious pockets of insane bubble behavior;
• Tariffs

BUT
• Multiple rate cuts expected ahead
• Supply glut from covid overbuild / china deflation
• Services productivity boom for AI?
• Growth reaccel from AI?
• capex injection into economy
• deficit spend continues

sounds so bulltard but probably need to buy right-tail insurance


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945543028036575667/c:line.svg)

**Related Topics**
[tariffs](/topic/tariffs)
[rates](/topic/rates)
[loop](/topic/loop)
[fed rate](/topic/fed-rate)
[inflation](/topic/inflation)
[bubble](/topic/bubble)

[Post Link](https://x.com/optionsly/status/1945543028036575667)