Hot CPI & AI Positioning Unwind Pressure Crypto, Watching STRC Closely into Ex-Dividend Window

AI Positioning Unwind Sparks Initial Selloff: The first leg lower in markets appeared to originate overnight in Asia following comments from a Korean policymaker suggesting citizens could receive dividends funded by taxes on AI-related profits. While the policymaker later clarified that this would not involve a new windfall levy on corporate profits, the comments were enough to trigger a sharp selloff across semis ...

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