As AI progress accelerates, the need for quantum resistance for chains is being priced in.
This is the first good argument that physical gold has had over Bitcoin (digital gold) in a long time and likely a driver of the recent move.
I'm not sure if its rationale or warranted. It can be seen as exuberance around the capabilities of AI.
However, I believe it's a factor.

Twitter

This trader made a total of 48 predictions of market movements within 15 minutes, earning a net profit of $80,000 in one day.

Earning $80,000 a day, this top player treats Polymarket like an ATM.

The leading cryptocurrency, Bitcoin ($BTC), has fallen again after recovering to $70,000. Bitcoin is trading around $67,000, while Ethereum (ETH) is trading around $1,960, as US January inflation data...

BREAKING! US Inflation Data Released! Here’s Bitcoin’s (BTC) Initial Reaction!

Original article | Odaily Odaily(@OdailyChina)
Author | Ethan (@ethanzhang_web3)
One night some time ago, I saw an interesting debate in a crypto trader group.
It all started when someone posted a screenshot of Nvidia's stock price breaking $190, captioned: "I told you guys to allocate some US stocks, now you regret it, right?" The group chat exploded instantly. Some complained about the hassle of opening a brokerage account, others grumbled about the agonizingly slow cross-border fund transfers, and still others simply said, "My USDT is just sitting in my wallet, I want to buy..."