The AI trade has momentum after $NVDA delivered strong earnings and guidance, but I wouldn’t ignore the macro backdrop.

$BTC moving toward $80K shows risk appetite is recovering, yet hawkish Fed messaging and September hike expectations could create resistance for equities and crypto.

This is becoming a battle between earnings growth and tighter monetary conditions. At the same time, AlphaX is useful for keeping narratives in view across spot, futures, TradFi and prediction markets.

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