@TaoRay: This is worth discussing at length. Let's start with the conclusion: initially, the rise and fall logic is the same. However, in the later stages of the 'two-phase, three-step' approach, which is the differentiation phase, the trends will be completely different. Bitcoin will align with the Nasdaq's trend, while gold will gain a premium from stagflation and debt monetization. Although the initial surge logic is similar, Bitcoin is more violent because…
Summary
This tweet analyzes the market trends of Bitcoin and gold, suggesting that initially, the rise and fall logic is similar, but in the later stages, Bitcoin will rely more on speculation and leverage, while gold will benefit from stagflation and debt monetization. Bitcoin's momentum is not as strong as gold's.
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US Treasury Secretary Bessent's efforts to control long-term Treasury yields failed within a day, prompting investors to consider shifting to gold or Bitcoin.
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The author recalls the previous prediction of the inflection point in AI upstream hardware hype, believes that the market will see sector rotation with downstream software benefiting, and points out that the increase in retail investors will amplify volatility but make the pattern more certain.
@TaoRay: The recent market trend is very healthy! It also confirms my view over the past few weeks: a turning point is coming, AI development and investment have entered a new stage, where "the upstream falls, the downstream benefits," creating new room for imagination. From institutions suggesting OpenAI go public next year, to Samsung's earnings beating expectations yesterday, but the upstream saw a sharp correction while software cash cows accelerated their rise. What I predicted earlier...
The author comments that recent market trends align with their previous predictions, believing AI development has entered a new phase where the upstream corrects and the downstream software benefits, reaffirming confidence in the second-half trend.
@four_xyg: CZ's Latest Take: How AI and Crypto Will Reshape Future Finance and Tech? Amid the Web3 and AI wave, the future of crypto remains a hot topic. Recently, Binance founder CZ shared forward-looking insights in a deep-dive conversation on the relationship between crypto and AI, and industry prospects. Part 1…
Binance founder CZ said in the conversation that AI and crypto will deeply integrate; the AI boom is actually funneling traffic into the crypto market, and the two are symbiotic rather than replacing each other. In the coming months, we may see AI-enabled autonomous trading and automatic payments.
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