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Feb 16
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WATCH
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Zach Pandl
Grayscale
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"The price of Bitcoin... went up with other frontier technology assets and it went down with those types of assets... quantum computing stocks... software companies." The market is currently in a "shoot first" mode regarding AI disruption, selling off all adjacent tech. The opportunity lies in identifying which of these are actually complementary to AI rather than disrupted, but the immediate trend is negative correlation. WATCH for the "Differentiation Trade" to emerge where quality tech separates from disrupted tech. Broad market liquidity crunch could drag all sectors down regardless of fundamentals. |
Unchained (Chopping Block)
Does Bitcoin Win or Lose In The Great AI-Tech...
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Feb 13
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LONG
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Gina Raimondo
Former Commerce Secretary
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Raimondo defines economic security as "leading in artificial intelligence, leading in biotech and quantum" and states the US must "make sure that we are winning the AI race." The US government views these specific sectors not just as commercial industries but as components of "military might." This implies sustained government funding, defense contracts, and protectionist policies to ensure US hegemony over China in these fields. LONG US strategic technology sectors (AI, Quantum, Biotech) as they are effectively government-backed imperatives. High valuation multiples in tech; potential export controls limiting total addressable market (TAM) in China. |
CNBC
Former Commerce Sec. Gina Raimondo: Economic ...
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Feb 05
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LONG
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Haseeb Qureshi
Managing Partner at Dragonfly
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Tarun notes a Galaxy Digital client sold $9B of BTC specifically due to "Quantum Computing" fears. Haseeb adds that "Quantum stocks are ripping" and mentions Google building a quantum computer as a narrative driver. Money is rotating. TradFi investors are explicitly selling crypto assets to allocate toward the "Post-Quantum" narrative. While the tech may be far off, the *market narrative* is active now. Capital is flowing into this sector as a hedge against cryptographic obsolescence. Long exposure to Quantum computing hardware/software plays (e.g., GOOGL, IONQ, RGTI) captures this rotation. The narrative is "low context" and could be a short-lived fad similar to early AI hype cycles. |
Unchained (Chopping Block)
Epstein's Crypto Ties Revealed + Why Everyone...
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