We break down why the unstoppable momentum of the AI trade is completely overwhelming global energy shocks, how the impending $2 trillion wave of tech IPOs will permanently reshape capital markets, and why a divided Federal Reserve is preparing for a high-stakes battle over interest rates.John explains why Bitcoin’s recent slide below $71K is hitting the most sensitive part of the risk curve, and why a short-term drawdown could present a generationally great opportunity to accumulate long-term value.
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