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Bitcoin Fell Just 2% As AI Stocks Lost $1 TRILLION - What's Holding It Up? | Brent Donnelly
Spectra Markets President Brent Donnelly joins Scott Melker, Dave Weisberger and Mike McGlone on why Bitcoin fell only about 2% while AI and chip stocks lost $1 trillion, and what bond yields, the Fed and the midterms mean for crypto and macro markets.
The panel covers rising long-term yields and the odds of a Fed hike, weekend trading and the chip-stock selloff, lessons from the 1987 crash on its anniversary, and the AI capex flywheel that is propping up the economy. They debate Bitcoin trading like an option, volatility and fair value, midterm election risk for crypto, institutionalization…
The skinny
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