Unpopular opinion:


Crypto will outperform AI from here.
AI is the consensus trade by now. Almost every single dollar today flows into it at peak hype and absurd valuations.
At the same time, crypto is being priced like it's going extinct, while its fundamentals look stronger than they ever have.
Without a doubt, both are amazing technological revolutions that are here to stay. It's just that the best returns always come from the trade that feels wrong, not the one that feels obvious.
The crowd is rarely wrong about the what.
But it's almost always wrong about the when.
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