https://insights.cymercapital.com/ 2026-08-04 https://insights.cymercapital.com/authors 2026-08-05 https://insights.cymercapital.com/authors/samantha-d-amore 2026-08-04 https://insights.cymercapital.com/p/the-thesis-that-frays-instead-of-breaking 2026-08-05 Confluence en 2026-08-05T00:54:32Z The thesis that frays instead of breaking