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![BeenThereCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::308741385.png) ₿ΞΞnThereDoneThat Capital 賢い [@BeenThereCap](/creator/twitter/BeenThereCap) on x 8640 followers
Created: 2025-07-21 17:54:17 UTC

Here are excerpts from JPM's note today:
*Crowding into high-beta stocks - "riskier low quality value and speculative growth" - is at the 100th percentile vs. history
*Previous 100%ile times were the Dot-Com Bubble, just after the GFC, and just before Volmageddon in 2018
2/5


XXX engagements

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**Related Topics**
[bubble](/topic/bubble)
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[Post Link](https://x.com/BeenThereCap/status/1947354457265590725)