@Sam

Wrote this hastily. A bit middle of the road, so curious what others think. Not a trader and historically not the best predictor of what the corn is going to do. Will sum responses with Claude. —- Buying here is tricky. $60K is the level to watch. If it doesn’t hold, prob a good buying opportunity in the $40s. Right now AI is the only game in town, which will continue to soak up all the speculative oxygen for the foreseeable future. Probably tops at some point, hard to say when. SpacEX IPO is going to be interesting to watch, as will OpenAI and Anthropic whenever those happen. There’s a chance newly created AI IPO wealth rotates back into BTC once AI valuations feel too rich for everyone and they want to diversify. BUT… As I said to you earlier, I never liked what Saylor is doing, and from what I gather he’s in a tough spot here (though I still don’t fully understand all the financial wizardry of it). Regardless, another cloud of uncertainty on the market. Then add quantum risk, and it’s hard for insto’s to allocate, which is what the market needs to go up. Gut says everything’s in the shitter at least until fall. So if you were going to take a flyer, that would be the time period to do it. But if there’s a big AI bubble pop, that probably takes everything down deeper, so that’s where your risk lies. submitted by /u/CryptigoVespucci [link] [Kommentare]

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