There’s an interesting tug-of-war happening across markets right now. Nvidia’s strong earnings and bullish outlook have revived confidence in the AI trade, helping lift equities and broader risk appetite. Bitcoin also pushed back above $80,000 as that momentum spilled into crypto. But the Fed remains the other side of the equation. Sticky inflation and Kevin Warsh’s Jackson Hole comments have increased expectations around a potentially tighter policy path, which could pressure risk assets if yields move higher. That leaves $BTC in an interesting position: AI optimism versus monetary-policy pressure. I’m watching both narratives rather than betting everything on one. AlphaX makes it easier to follow the different markets side by side. #Altcoin Season# #Macro Insights#