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The net inflow of Bitcoin and Ethereum ETFs has been in a negative state since early November.
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Last week’s AI selloff in U.S. equities was driven by two factors:
1/ an emotional misreading of Broadcom CEO’s comments by sell-side analysts.
2/ China’s EUV “Manhattan Project” narrative.
Neither has solid fundamental grounding over the next 6 to 12 months, just pure noise.
This week, AI stocks are broadly rebounding even the weakest ones, including Oracle, which is still weighed down by debt concerns. This usually signals the end of panic and a local bottom.
Nasdaq100 has now fully retraced the losses triggered by those “bearish headlines.”
Given ETH’s tech-beta characteristics, its correlation with the Nasdaq-100 remains high.
The year is almost over. Are you still gonna do crypto in 2026 ? 🙂
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Another one is about to pushing hard is #ATH .
I think it’s at the bottom .
#AI is outperforming better than the rest of the market.😉

