The Bitcoin bear market will continue until there are clear signs of AI progress slowing down. Until then, the marginal dollar prefers betting on AGI rather than fiat devaluation.
Original source ↗  |  November 26, 2025 at 12:34 UTC  |  Twitter - @humacapital

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: Stocks with paid promotion campaigns (e.g., YYAI as an example) DIRECTION: Short THESIS: Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. SPEAKER: @stockjabber TIMEFRAME: Short-term to medium-term

IDEA [4] TICKER: BTC (Bitcoin) DIRECTION: Avoid / Short (implied) THESIS: Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER

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Trade Ideas
Ticker Direction Speaker Thesis Time
BTC
AVOID humacapital Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER