What’s Next for AI and Crypto: Bubble or Buying Opportunity?
Markets delivered a jolt last week. After months of steady gains, stocks finally lost altitude and crypto fell even harder, bringing volatility back into the picture in a way investors have not felt since early spring.
But unlike April’s tariff-driven selloff, this downturn did not come with an obvious catalyst.
Instead, investors were left sifting through a wave of vague explanations. Headlines blamed “AI fatigue,” fading hopes for rate cuts, or renewed macro anxiety—but none of those narratives fully explain what happened.
What stood out most to us was how sentiment, positioning, and technical flows drove market action far more than any deterioration in fundamentals.
NVIDIA (NVDA) earnings were the week’s focal point—and the numbers were strong. The company once again demonstrated that the AI buildout remains intact and demand continues to exceed supply. Yet after a brief pop, NVDA and the broader market drifted lower anyway, underscoring how jumpy investors have become.
The tone finally shifted on Friday when New York Fed President John Williams signaled that monetary policy is now “modestly restrictive” and that there is “room for a further adjustment in the near term” to bring rates closer to neutral.
Markets welcomed that hint of flexibility, lifting risk assets into the weekend.
In our latest @76research LIVESTREAM, Trish and Rob break down what’s really going on beneath the surface—and how investors should view this latest wave of volatility across AI, crypto, and the broader market. WATCH!
