Gold: Being sold off by countries due to war
AI: Overallocated capital and rising energy bad for every part of the stack
BTC: No countries to sell it, more scarce to mine because of rising energy, no supply chain to be disrupted
BTC seems to have the least headwinds here tbh
The only thing that can hurt us is when Satoshi moves a penny then we‘re all cooked
Sector:
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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