
We track a brutal red day across AI and infrastructure names while the underlying buildout story keeps getting stronger. We bring field notes from Token2049, run through major earnings and analyst targets, and keep coming back to the same constraint: getting power and data centers online fast enough to monetize GPUs. • Token2049 takeaways, Bitcoin volatility, and crypto bull cycle claims • Why institutional access, ETFs, and banks matter for the next crypto leg • Nvidia conn...
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