AI infrastructure is becoming its own investment story. The next winners may not be the companies building the models, but the ones supplying the electricity, data centres, networking and storage required to run them. Chips started the AI wave. Now I’m watching everything underneath and beyond them. Moreover, Ethereum just jumped 18% to above $2,250, while Bitcoin pushed above $69 ,000. $ETH is now up roughly 20% on the week, leading the major crypto assets.
The move was fueled by improving liquidity sentiment after the U.S. Treasury increased bond buybacks, while roughly $1 .4B in short positions were liquidated. #BTC Price Analysis# #BTC Above 60K# $BTC
The move was fueled by improving liquidity sentiment after the U.S. Treasury increased bond buybacks, while roughly $1 .4B in short positions were liquidated. #BTC Price Analysis# #BTC Above 60K# $BTC