NVIDIA’s strong earnings have put AI and tech back in the spotlight, while BTC is pushing toward $80K as risk appetite improves. But the Fed is still the wildcard. Kevin Warsh’s hawkish messaging has raised expectations around a September rate hike, keeping pressure on rate-sensitive assets. So the setup is pretty simple: AI optimism vs. higher-for-longer rates. I’m watching both sides rather than forcing a direction, especially with AlphaX bringing spot, futures, TradFi and prediction markets together.