$BTC just got slapped back under $84k—and it's not crypto's fault. Oil and bonds are doing the heavy lifting here. Macro risk is bleeding into everything.
Meanwhile, AI is hitting a wall. Chip shortage is real, and now Silicon Valley wants to build an entire 'electric grid' for compute. Translation: infrastructure is the new bottleneck.
And here's the kicker—99% of Micron workers just voted to strike. The AI chip boom just ran into a very human problem. Supply chains about to get messy.
Watch how this plays out. If chips can't flow, AI narrative stalls. If AI stalls, tech rotation happens. If tech rotates, liquidity might find its way back to risk-on assets like crypto.
Meanwhile, AI is hitting a wall. Chip shortage is real, and now Silicon Valley wants to build an entire 'electric grid' for compute. Translation: infrastructure is the new bottleneck.
And here's the kicker—99% of Micron workers just voted to strike. The AI chip boom just ran into a very human problem. Supply chains about to get messy.
Watch how this plays out. If chips can't flow, AI narrative stalls. If AI stalls, tech rotation happens. If tech rotates, liquidity might find its way back to risk-on assets like crypto.