Bitcoin’s AI Stock Problem: Why BTC Is Losing the Risk-On Competition Again
NVIDIA’s $81.6B quarter and a 5.9% semis surge coincided with record Bitcoin ETF outflows. Evidence of risk-on rotation and what could flip leadership back.
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The economist also warned that Strategy's STRC's yield structure could enter a damaging downward spiral if confidence fades.
Read full articleNVIDIA’s $81.6B quarter and a 5.9% semis surge coincided with record Bitcoin ETF outflows. Evidence of risk-on rotation and what could flip leadership back.
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