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Interview with Morgan Creek CEO: Is the crypto winter halfway over? Bitcoin will become the native currency of the AI era.
Morgan Creek Capital CEO Mark Yusko provides an in-depth analysis of the fundamental difference between Bitcoin's price and value, revealing the suppression of spot prices by the futures market, the hard-coded logic of the four-year cycle, and exploring why AI agents regard Bitcoin as their preferred native currency.A 346% surge vs. a 20.8% decline: CoinGecko: DEX perpetual contracts are taking market share from CEXs.
CoinGecko's annual report reveals a 346% surge in DEX perpetual contract trading volume, indicating a systematic shift of funds from centralized exchanges (CEXs) to decentralized platforms. This article analyzes how Hyperliquid surpassed Coinbase and how HIP-3 transformed it into a 24/7 global financial infrastructure.I've privately messaged hundreds of crypto KOLs, and they're quietly going all in on these US stocks.
Crypto funds are rapidly flowing into stocks, with AI, metals, and energy becoming consensus overweight sectors. Humanoid robots have gone from being a topic of interest to actual positions, and memory semiconductors are receiving high-confidence bets.
