Ceteris 5.0 2 ideas

Galaxy Digital is "coming back from the dead" (up 12%) and investors are repurposing Bitcoin miners for High-Performance Computing (HPC). As the market hunts for compute capacity, companies with existing power and hardware infrastructure (miners/Galaxy) are being repriced as AI infrastructure plays rather than just crypto proxies. Long Galaxy Digital (US OTC ticker for Galaxy). Bitcoin price crash or failure to execute on the HPC transition.

Bitcoin held strong (-5% to -7% historically, but flat/up this time) while equities sold off on bad weekend news (Iran strikes). It is breaking important technical levels at $73k. The decoupling of crypto from equities during a "risk-off" geopolitical event signals a shift in market structure and renewed institutional appetite. Long Bitcoin as a hedge and momentum play. Escalation of war in the Middle East leading to a broader liquidity crunch.