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Bitcoin holds a tight bullish stance even as a hawkish Fed and CLARITY Act friction keep institutional participants cautious, while gold quietly stabilizes above $4,000 on softer Treasury-hike expectations. In equities, the AI capex debate is reshaping leadership; chipmakers and mega-cap tech are under pressure, while industrials, consumer names, and Apple pull capital their way.
Crypto-linked equities tell their own story: Bitcoin miners and diversified platforms are diverging sharply, with some names leaning into AI infrastructure pivots and others buckling under insider selling and dilution concerns. We break down what's driving each name, and where the real value is hiding.
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