The Overseer

One Capys Grazes, The Other Observes

“Five guys watching one guy dig” is a common stereotype in construction and road work.

If you drive past a worksite, you’ll often see several workers standing around while one person operates heavy machinery. While it may look like laziness, each person usually has a specific role such as spotting to prevent collisions or monitoring underground utility lines.

Watching this Capybara stand by its friend reminded me of that stereotype.

The CapyTube Merch Store Proudly Presents:

Did You Know…

It took 14 years to build the Brooklyn Bridge. Lead engineer John A. Roebling died early in the project, and his son Washington Roebling took over.

Washington later became seriously ill from decompression sickness after working inside the bridge’s pressurized underwater chambers. He ended up directing construction from his apartment window using a telescope.

His wife, Emily Warren Roebling, became the de facto field engineer, communicating instructions and overseeing day-to-day operations.

Wall Street Just Named the Most Crowded Trades of 2026

AI stocks. Metals. Crypto.

Surprise, surprise; gold crashed 16%. Silver plunged 34%. Bitcoin dropped to 1 year lows.

All supposedly "uncorrelated" assets moving in lockstep largely because of overleveraged margin.

JPM strategists warn that the same leverage is still a risk.

Those markets may be recovering now, but cascading liquidations could trigger quickly across several asset classes simultaneously.

So much for diversifying away risk, right?

But get this–

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Not real estate or PE… Blue-chip art. Sounds crazy, right?

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(Past sales delivered net returns like 14.6%, 17.6%, and 17.8% on works held longer than a year.)*

*Investing involves risk.  Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd

Thank you for reading and have a terrific Thursday!

- CapyTube

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