There’s no way to prove this, but I’m seeing unexpected behaviors on the secondary markets for privately held AI companies.

In all seriousness to me this is still within the bounds of "a Tuesday" in the BTC space. Stranger things have happened many times already.

Bitcoin treasury companies [0] have equity values lower then their Bitcoin holdings, so it is the financially correct move to sell BTC at market price and use the proceeds to buy back their stock at the market price.

This will lead to additional downward pressure on BTC.

[0] https://bitbo.io/treasuries/

But I was wrong about bitcoin > gold. It's worked the other way around. There's also persistent chatter that the supposedly uncrackable Bitcoin private keys might someday be crackable with quantum computing. Preposterous? Maybe. Maybe not. There's a mind-blowing amount of compute coming into the world, and not all of it's going to be used to create goofy memes or robo-PowerPoints. Call me timid, but I cashed out with modest Bitcoin profits last year and am fine watching the show from the sidelines from here on.