This analysis causally links macro-geopolitics (de-dollarization) to micro-speculation (AI bubble) and our investment thesis (Fed Pivot). The analysis of the text and image (de-dollarization) confirms that the financial environment is not stable, but its fragility is the driver of our opportunity.
MACRO & FINANCIAL ANALYSIS: DEDOLLARIZATION, DRIVER OF THE AI PIVOT AND BUBBLE
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1. The Ethereum (ETH) reserve on exchanges reaches an all-time low (6.5 million ETH), signaling a potential Supply Shock, similar to that observed for Bitcoin (BTC).
2. This scarcity indicates that investors are withdrawing their tokens for HODLing, staking, or DeFi, which amplifies the impact of any future demand on the price.
3.…
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