$ICNT$IBM This Morgan Stanley report feels like someone handing you a lottery ticket from 2040 in the middle of a bear market—the quantum computing market could be worth $100 billion a year. Watch for a shift in sentiment: the AI trade is cooling (“Why Healthcare Stocks Are Hot When the AI Trade Runs Cold”), and money is pulling out of overheated sectors just as the quantum narrative is ready to take over. Institutional sentiment is subtle: it’s not FOMO buying, but “planting the seeds early”—like buying an air conditioner in winter, betting on next summer. And retail investors? BTC is trading at $82,231, up just 0.78% over 24 hours, moving sideways on low volume. The Fear & Greed Index is probably in neutral-to-cold territory. No one dares chase the price higher, but no one wants to sell at a loss either. It’s like a crowd waiting at the airport for a quantum flight: the announcement hasn’t come yet, but some people are already lining up. Goolsbee says the stock market isn’t being propped up by consumers. Put another way, as the AI story cools, the “hard tech + hard assets” combination of quantum and crypto could become the next big narrative. A sign of a shift in direction: from “trading on expectations” to “betting on infrastructure.” $IBM is one of the few players at the quantum poker table who can see their cards. Which do you think the quantum narrative will lift first—IBM or BTC? Let’s discuss in the comments.