Empire Hivemind: Finding Crypto's Top, AI Selloff, and Navigating SOL's Unlock
Jan 30, 2025
The discussion kicks off with China's DeepSeek technology and its influence on AI token valuations. The hosts delve into Solana's upcoming unlocks, examining potential market impacts. They also question whether the current crypto cycle has peaked, referencing bubble indicators. Insights into the rise of fundamentals-driven tokens are shared, along with thoughts on BlackRock's asset tokenization and its implications for the broader cryptocurrency landscape. The conversation highlights market sentiment and strategic investment opportunities.
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Episode notes
DeepSeek's Impact
- DeepSeek allows cheaper model execution, impacting NVIDIA's margins and the market.
- This shift favors AI application development over infrastructure.
Bitcoin Reserve Impact
- The market is digesting the timeline for a Bitcoin reserve, impacting AI coin valuations.
- A strategic Bitcoin reserve would significantly boost Bitcoin's price.
Market Dispersion
- Bitcoin's price resilience contrasts with altcoins' decline.
- Coins with fundamental value, like Solana DeFi coins, are performing better.