Miner Selloff Looks Increasingly Exhausted, Trump's Clarity Meeting Could Drive Headline Risk

The AI Complex Faces Another Efficiency Scare

The biggest development today was the accelerating selloff across AI infrastructure beneficiaries, including the miners held within our crypto equities portfolio. While the broader rotation out of AI CapEx receivers has been underway for several weeks, today's move was likely catalyzed by Chinese AI startup Moonshot releasing its new open-weight model, Kimi K3. Ahead ...

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