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Bitcoin bulls need risk assets up; bond yields rising despite long-term stock growth.

From Anthropic's $2 Trillion IPO: The Top of the AI Bubble? · jumps to 28:24 · speech

▶ Open at 28:24 on YouTube
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So some of these AI semi names are starting to potentially try and reverse this washout that they had during the summer. Maybe that can drag up the indices for that next leg. I think the best case scenario, obviously for Bitcoin is this stuff goes fucking up, right? Then I'm less concerned about bonds and stuff. Like obviously there's a logical reason why you would say, okay, the bonds going up like this, this much generally is bearish for risk, but the bond market has been going up steadily since COVID and risk has exploded to the upside during that same period of time, right?
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