๐จ INSTITUTIONAL SPLIT ON RISK ASSETS AS AI HARDWARE SQUEEZE IMPACTS $BTC LIQUIDITY ๐
Institutional desks are visibly divided on broader macro risk appetite. While Cathie Wood identifies a structural accumulation zone across tech hardware, BofA strategists caution that key prerequisites for rotating back into risk assets remain unfulfilled. ๐
AI infrastructure demand is ruthlessly monopolizing capacity, pushing DRAM contract prices up over 90% while terminal consumer shipments contract 22%. ๐ This structural supply friction demonstrates how institutional capital continues to rotate selectively rather than fueling broad market liquidity. ๐
๐ค Do you view this capital divergence as early accumulation for $BTC , or is a deeper liquidity sweep ahead? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #BTC #MacroAnalysis #Liquidity #SmartMoney #Crypto
๐ฏ ๐ฆ
Institutional desks are visibly divided on broader macro risk appetite. While Cathie Wood identifies a structural accumulation zone across tech hardware, BofA strategists caution that key prerequisites for rotating back into risk assets remain unfulfilled. ๐
AI infrastructure demand is ruthlessly monopolizing capacity, pushing DRAM contract prices up over 90% while terminal consumer shipments contract 22%. ๐ This structural supply friction demonstrates how institutional capital continues to rotate selectively rather than fueling broad market liquidity. ๐
๐ค Do you view this capital divergence as early accumulation for $BTC , or is a deeper liquidity sweep ahead? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #BTC #MacroAnalysis #Liquidity #SmartMoney #Crypto
๐ฏ ๐ฆ