INTC
Intel Tokenized Stock (Robinhood)
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AI semiconductor complex remains under heavy pressure
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That is exactly what happened after the Covid crash and what is happening right now as well. Everyone’s euphoric, everyone thinks they’re geniuses… they’ve made +400 per cent on MRNA, +250 per cent on AMD, +400 per cent on INTC… and I’m not even talking about SPCX, ARM, PLTR, which have gone up ten or fifteen times over, and so on. For the moment, I’m sitting patiently on the sidelines with plenty of cash, ready to buy back into the indices when they fall by around -15 per cent… it’s only a matter of time… maybe in 12 months, maybe in 5 years… that’s fine, I’ve got time now… [https://finviz.com/stock?t=SPY&ty=c&ta=0&p=m](https://finviz.com/stock?t=SPY&ty=c&ta=0&p=m) When the climbs are parabolic, sometimes the descents, ...
There has been a significant amount of things that have changed. IBIT is genuinely no speculative BTC ETF anymore. It’s got $100B+ in assets, and we have live data now that is showing us how much inflows/outflows is happening intraday. And that’s a huge deal. And that doesn’t mean cycles don’t matter, they still do. But what it does mean is we don’t have any data on how cycles can/will run when this has only been happening since 2024. ETHA (ETH ETF) is also attracting a significant amount more inflows lately, and they even have ZEC on there now too. This is a big deal for BTC specifically though because it exposes BTC to millions of more investors who otherwise don’t own a crypto exchange account and maybe don’t want to. They simply just login to their brokerage platform, buy some IBIT and call it a day. If you want to know how significant this genuinely is right now from live readings of the top 5 most actively traded stocks / ETF’s: • IBIT (spot BTC) • BITO (BTC futures) • NVDA • INTC • SPCX