Bits + Bips: Why Bitcoin Was Strong Amid the DeepSeek Selloff But a Drop May Be Coming - Ep. 774

Bits + Bips: Why Bitcoin Was Strong Amid the DeepSeek Selloff But a Drop May Be Coming - Ep. 774 – Unchained

Mentioned

Bullish

STABLES— Stablecoins are seen as a successful DeFi application with potential for ecosystem development in trading, banking, lending, and borrowing.
META— Meta is seen as a potential beneficiary in the AI race, with the ability to maintain its competitive position without necessarily increasing CapEx.
DATACENTER— The data center theme is becoming attractive as an investment opportunity, though it may take a few days for the market to settle.
BANKTECH— The banking sector, particularly large players like JPMorgan, is well-positioned and faces little threat from crypto, suggesting potential in banking technology.

Bearish

CRYPTOETF— There's skepticism about the success of many crypto ETFs if widely approved, with potential for market narrative to turn negative if many fail.

Not investment advice.