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Animal Spirits Contained (Mostly) to Tech Stocks, Watching STRC Carefully, ZEC May be a Compelling Add on Dips

May 8, 2026 • 10 Min Read

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BTC 0.93% ETH -0.34% HYPE 2.91% SOL 0.28% ZEC 4.47% STRC -0.03%

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AI Still Driving the Bus: Another strong day for tech stocks reinforced the idea that AI remains the dominant force in markets. Crypto price action was more muted, with BTC and ETH largely flat, though SOL and select alts outperformed. Crypto equities also held in well, particularly the financial services cohort, which bounced despite disappointing earnings from Coinbase. At this point, AI capex and downstream adoption t...

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Animal Spirits Contained (Mostly) to Tech Stocks, Watching STRC Carefully, ZEC May be a Compelling Add on Dips

Portfolios

Market Thoughts

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