Hivemind: State of The Market, Saylor’s End Game & AI Growth in China

Bullish:

• $BTC - Bitcoin showing resilience despite MicroStrategy's buying pause and geopolitical tensions, indicating underlying strength.

  • “I think crypto specifically, it's pretty promising to see Bitcoin not nuking while Sailor isn't bidding with SCRC proceeds.”

    Yan·6:20

  • “I feel like Bitcoin's in a in a decent spot with how much it's been flushed out and kind of the not relative strength, but it's the fact that it's holding off while the the bid is offline.”

    Yan·9:31
• $ENERGY - Oil and energy-related assets expected to remain elevated due to supply disruptions from geopolitical conflicts.

  • “But what I do know is it's gonna be higher than it, you know, was before most likely. So, like, what does you know, kind of thinking like, okay. Like, if if oil is gonna be, like, generally higher over the next year or two, like, what things should be higher because of that?”

    Jason·15:13

Bearish:

• $EQUITIES - Equities viewed as priced to perfection and haven't yet priced in geopolitical risks and oil supply disruptions.

  • “I still feel like equities, are pretty priced to perfection right now. Like, I still feel like equities haven't really priced in a lot of what's going on and what's already happened.”

    Jason·2:47

  • “I think you you just have to look at equities, and equities are clearly the the main risk asset that hasn't priced in at least what's already happened in my opinion, let alone what what, you know, what the actual timeline for the stuff coming back online could be.”

    Jason·14:37