The hardest-hitting narrative in the market right now is AI hardware. Stocks like SanDisk and Micron have solid fundamentals and strong performance—the key is that in the same trillion-dollar market-cap capital game, a single day of Micron’s fluctuations can rival Bitcoin’s entire week of amplitude. For hot money, volatility is opportunity, and efficiency is belief. With the same amount of capital, putting it in crypto might still mean worrying about a midnight sell-off; but putting it into U.S. semiconductor stocks lets you finish a beautiful campaign during the day—who would still be willing to hold onto Bitcoin and play the role of a digital miser?