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.
Newsletters
- 1 Palantir's Europe head warns the region is 'missing the boat' on AI just as it did with the internet 10 hours ago
- 2 Tom Lee sees $2 trillion wealth transfer fueling crypto demand as Bitmine buys more ether 11 hours ago
- 3 Tokenized catastrophe bonds target the disaster-insurance gap 12 hours ago
- 4 Standard Chartered offers RLUSD custody in Dubai and plans LMAX collateral link 14 hours ago
- 5 Ledger claims CryptoBilis cases are limited as up to $93 million is traced, $10 million frozen 15 hours ago
- 6 Bitcoin falls below $83,000 as dollar strength keeps markets on edge 15 hours ago
- 7 Global financial watchdog calls for cross-border information sharing, planning for stablecoin crisis 16 hours ago
- 8 South Korea just got its first traditional bank loans backed by bitcoin 16 hours ago
- 9 SWI raises $894 million to repurpose former FTX bitcoin miner Genesis Digital to AI 16 hours ago
- 10 Altcoins rally on thin trading as bitcoin holds below $83,500 16 hours ago
Beyond the Risk-Free Rate: Diversified Real World Yield in Productive Stablecoins
Diversified RWA stablecoins sustain 5-7% yield from real credit as crypto funding compresses to ~4%. GENIUS pushes yield off-chain; TAM grows to $4B in 3 years.
Why it matters :
Diversified RWA stablecoins sustain 5-7% yield from real credit as crypto funding compresses to ~4%. GENIUS pushes yield off-chain; TAM grows to $4B in 3 years.
Bitcoin falls below $83,000 as dollar strength keeps markets on edge
Altcoins rally on thin trading as bitcoin holds below $83,500
U.S. inflation, Ethereum upgrade talks: Crypto Week Ahead
Original sourceCoinDesk
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