Happy Monday!

Bitcoin has not ‘failed’ as some are saying, according to Bitwise’s Chief Investment Officer Matt Hougan. Here’s why he takes no issue with Bitcoin’s 45% drop.

The S&P 500 and crypto could see a massive crash and deleveraging event if AI succeeds, according to a viral scenario analysis by Citrini Research. How so?

Plus, “Round One” of the AI boom built the backbone: chips, data centers, infrastructure. Round Two? That's where the REAL wealth gets made. Get All 4 “AI Round Two” Stocks Here

TOP STORY

Bitcoin's 45% Collapse Doesn't Mean It Failed, Bitwise's Matt Hougan Says

Bitcoin sliding 45% doesn’t mean it failed — it means it’s still in “teenage” mode, Bitwise CIO Matt Hougan says.

Hougan is pushing back on the “digital gold is dead” narrative after money rotated into gold ETFs while Bitcoin ETFs saw outflows. 

His take: BTC isn’t a clean hedge or a clean risk asset because it’s transitioning into a store of value — no longer 100% speculation, but not yet mature enough to trade like gold.

SPECIAL OFFER

FORGET NVIDIA: Buy “AI Round Two" Stocks Instead

“Round One” of the AI boom built the backbone: chips, data centers, infrastructure. Round Two? That's where the REAL wealth gets made. We're talking AI drug discovery.

Autonomous cybersecurity. And we just flagged four stocks at the front of this wave. In fact, one surged 14.5% in forty-eight hours. The best part? It's still under our buy limit. But the window to get in is closing.

QUICK N DIRTY

Bitcoin, Ethereum, XRP are languishing and just cannot seem to pick up any momentum: here’s what’s moving markets today.

XRP is stuck below $1.50 and also can’t get going. Is this multi-month downtrend ever going to end?

Tom Lee remains unfazed by all the selling and sticks to his guns that a bottom may be in very soon. Here’s what’s giving him confidence.

FINTECH FOCUS

Viral '2028 Global Intelligence Crisis' Report Models Potential AI-Driven S&P 500 Crash To 3,500

What if AI succeeds too well?

Citrini Research just released a chilling "pre-mortem" warning that rampant productivity gains could collapse the consumer economy, sending the S&P 500 plunging by 2028. Read on to see the thesis and how far stocks could fall.

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