Goku on Nostr: DeepSeek is Omega-Bullish for #Bitcoin The Nasdaq is crashing in pre-market trading ...
DeepSeek is Omega-Bullish for #Bitcoin
The Nasdaq is crashing in pre-market trading and dragging Bitcoin down with it.
But this correlation is only temporary.
The current narrative: DeepSeek is revealing how overvalued U.S. tech stocks are.
On the brink of a revolution in AI and robotics, U.S. stocks seemed like the best investment option.
But what does it mean for the valuations of U.S. tech companies when Chinese firms can deliver similar innovations at a fraction of the cost?
My assessment:
This is likely just a temporary correction in market sentiment.
Similar to the Yen carry trade or “Middle East war fears,” which pushed weak investors out of the market before the next rally began.
The bigger picture:
We are heading into an era of unprecedented technological innovation.
Companies considered safe winners today could be displaced overnight.
Storing wealth in stocks is becoming increasingly risky.
This "DeepSeek shock" should serve as a wake-up call – for anyone planning to park their life savings in stocks.
- Can you trust that the companies you’re invested in won’t be disrupted overnight?
- Which firms will be able to maintain their competitiveness in an era of ever-cheaper AI and robotics?
“That’s why I invest in index funds.”
If you buy the Nasdaq, you’re betting on the U.S. But what if China takes their business?
Or what if the U.S. heavily devalues the currency in which the Nasdaq is denominated?
These questions are difficult to answer and highlight the core problem:
Where can we safely store our wealth for the long term?
Bitcoin is the solution to the problem of value preservation.
- Bitcoin doesn’t change.
- Bitcoin cannot be disrupted.
- Bitcoin cannot be seized or devalued.
In an era of rapid change, Bitcoin’s boring predictability is its greatest strength:
- Limited supply.
- New blocks every ~10 minutes.
- A security network tied to real energy expenditure that cannot be replicated.
Stocks rely on the uncertain foundations of the market and are vulnerable to the shocks of creative destruction.
Bitcoin, on the other hand, is the solid foundation on which you should build your financial future.
This is not yet understood – let alone priced in.
Stocks are still the consensus store of value.
But I expect more and more investors to realize that the coming technological revolution requires a new approach to value preservation.
History shows that investor beliefs change:
- In the past, people stored value in savings accounts, gold bars, or war bonds.
The best ideas of past eras often look ridiculous in the future.
I believe the idea of blindly investing in stock indices will one day be seen as a stepping stone toward the “ultimate” store of value: Bitcoin.
Celebrate creative destruction
Let global companies innovate and lower prices for everyone.
This should bring us joy – not fear, just because it disrupts stock markets.
Hold Bitcoin, embrace creative destruction – and go outside.
The Nasdaq is crashing in pre-market trading and dragging Bitcoin down with it.
But this correlation is only temporary.
The current narrative: DeepSeek is revealing how overvalued U.S. tech stocks are.
On the brink of a revolution in AI and robotics, U.S. stocks seemed like the best investment option.
But what does it mean for the valuations of U.S. tech companies when Chinese firms can deliver similar innovations at a fraction of the cost?
My assessment:
This is likely just a temporary correction in market sentiment.
Similar to the Yen carry trade or “Middle East war fears,” which pushed weak investors out of the market before the next rally began.
The bigger picture:
We are heading into an era of unprecedented technological innovation.
Companies considered safe winners today could be displaced overnight.
Storing wealth in stocks is becoming increasingly risky.
This "DeepSeek shock" should serve as a wake-up call – for anyone planning to park their life savings in stocks.
- Can you trust that the companies you’re invested in won’t be disrupted overnight?
- Which firms will be able to maintain their competitiveness in an era of ever-cheaper AI and robotics?
“That’s why I invest in index funds.”
If you buy the Nasdaq, you’re betting on the U.S. But what if China takes their business?
Or what if the U.S. heavily devalues the currency in which the Nasdaq is denominated?
These questions are difficult to answer and highlight the core problem:
Where can we safely store our wealth for the long term?
Bitcoin is the solution to the problem of value preservation.
- Bitcoin doesn’t change.
- Bitcoin cannot be disrupted.
- Bitcoin cannot be seized or devalued.
In an era of rapid change, Bitcoin’s boring predictability is its greatest strength:
- Limited supply.
- New blocks every ~10 minutes.
- A security network tied to real energy expenditure that cannot be replicated.
Stocks rely on the uncertain foundations of the market and are vulnerable to the shocks of creative destruction.
Bitcoin, on the other hand, is the solid foundation on which you should build your financial future.
This is not yet understood – let alone priced in.
Stocks are still the consensus store of value.
But I expect more and more investors to realize that the coming technological revolution requires a new approach to value preservation.
History shows that investor beliefs change:
- In the past, people stored value in savings accounts, gold bars, or war bonds.
The best ideas of past eras often look ridiculous in the future.
I believe the idea of blindly investing in stock indices will one day be seen as a stepping stone toward the “ultimate” store of value: Bitcoin.
Celebrate creative destruction
Let global companies innovate and lower prices for everyone.
This should bring us joy – not fear, just because it disrupts stock markets.
Hold Bitcoin, embrace creative destruction – and go outside.