Co-written analysis pieces have a unique advantage—you learn the most from people who actually have money and reputation on the line. When someone's genuinely risking capital, their takes carry real weight.

Evans and Standard Bots are putting real stakes behind their views, betting against roughly $65 billion in valuation and some seriously sharp minds. What makes it more interesting is they're even willing to challenge the big-name players in the space. That kind of skin-in-the-game approach cuts through all the noise and shows who's actually confident in their thesis.