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⚔️ $BTC has the ETF outflow stall. $AI has the Nvidia rally. Same risk-on capital, different bet.
🅰️ BITCOIN:
• momentum: 10-day $2.97B ETF outflow streak creates contrarian entry setup
• risk: Strategy sold BTC first time in 4 years, treasury conviction shaken
🅱️ AI EQUITIES:
• momentum: SoftBank/AI trade ripping, equities hitting new highs
• risk: crowded positioning, crypto capital could reverse rotation
⚖️ Same capital pool. One has momentum, one has valuation gap.
💬 Which side gets paid next rotation: $BTC or $AI?
#BTC #AI
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