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Winners, Losers, and the Meta Shock Reshaping AI Infrastructure & New Product Launches

Bitcoin snapped a record ETF outflow streak, crypto-treasury stocks posted some of their best weeks in months, and one news report sent nearly every AI-infrastructure miner into a double-digit tailspin. Meanwhile, a stablecoin consortium backed by Stripe, Visa, and BlackRock rattled a major incumbent's core business model, and a surprise jobs print flipped the macro narrative overnight, sending gold, the dollar, and rate expectations all reversing course within 48 hours.

Which names caught the bid, which are facing real financing risk into year-end, and what's the read-through for positioning heading into Q3? Full breakdown below.

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