Scott on Nostr: update: I was wrong. still highly correlated. stay humble and stack sats ...
update: I was wrong. still highly correlated. stay humble and stack sats
bitcoin acting pretty uncorrelated this morning. AI CapEx being orders of magnitude lower than expected if DeepSeek's training is as disruptive as advertised means the AI bubble is popping, while bitcoin is being seen as the place to be to capture all this deflation
Published at
2025-01-27 16:44:45Event JSON
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