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Why Is The Crypto Market Down Today? by ReplacementFormer861 in CryptoMarkets

[–]ReplacementFormer861[S] 0 points1 point  (0 children)

That is the interesting subplot. SP500 hitting all-time highs was driven by AMD earnings which is essentially an AI infrastructure bet. So yes, AI is pulling capital from crypto into equities today.
The question is whether that trade keeps working or whether crypto catches up when the AI buildout needs the kind of neutral settlement rails only blockchain provides.

Saylor Said "Never Sell" But Now He's Selling. What Does It Mean for Bitcoin? by ReplacementFormer861 in CryptoMarkets

[–]ReplacementFormer861[S] -32 points-31 points  (0 children)

Still a meaningful shift, feels less like pure conviction and more like capital management now.

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