Oil trades a touch below the $100 per barrel. Inflation risks are rising again. Markets are pricing the possibility of Fed rate hikes instead of rate cuts and even tech stocks are not looking cheerful today.
While a day moodiness doesn’t mean a sharp correction, the red flags are piling up regarding the stretched tech valuations that defy economic reality.
And while the tech valuations stretch, Bitcoin is losing its appeal as investors chase companies with tangible earnings and AI-driven growth. The coin is now trading near (or below) estimated mining costs, meaning that its traditional valuation anchors fading and the risk of a sentiment-driven selloff is growing.
Watch the full episode to find out more!
Intro0:57 Moody markets
3:15 FX update
5:14 Will tech appetite give in?
7:27 Bitcoin at critical support!









