I think one of the main reasons why the market is tanking rn is because a lot of institutional capital is focused on AI.


I mean look at this:
→ Nvidia posted $81.6B quarterly revenue, with $75.2B from data center revenue
→ S&P 500 ex-AI is only up 3.5% in 2026 while an AI-focused index is up nearly 50%
That's a pretty clear proof point for AI demand, BUT I don't think it's all doom and gloom for crypto.
Stablecoin mcap is still huge at ~$316B, hitting a new ATH in March.
Tokenized Treasuries are one of the clearest winners here as the market approached $15B by May, up 4 from $12.9B in April.
So with all of that being said, I think this is the time where we just have to weather the storm, cause this is where winners are made.
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CryptoLoverTopics
· 1h ago
so this is the reason for market up all institutions focused on AI.
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