Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.
- The AI infrastructure boom propelled memory-chip companies to extraordinary valuations before sharp pullbacks.
- Similar reversals in precious metals and Strategy demonstrate that genuine long-term trends are not immune to market cycles.
- The lesson is that structural trends can be real while their valuations remain cyclical.
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Gate Leads Spot Market Share Gains as CEX Volumes Rise for First Time in Five Months
CEX trading volumes rose for the first time in five months in June, with spot climbing 15.3% to $1.11T and RWA perpetual volumes surging to a record $311B.
Why it matters :
CEX trading volumes rose for the first time in five months in June, with spot climbing 15.3% to $1.11T and RWA perpetual volumes surging to a record $311B.
For pension funds, tokenization’s real play is balance-sheet management, Fidelity’s Lai says
U.S. June CPI fell 0.4%, likely cooling move toward Fed rate hikes
Bitcoin’s great rotation: Long-term holders pass supply to a new generation of buyers
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