Why I turned bullish on Bitcoin and bombed-out AI hyperscalers
Ryk de Klerk links Bitcoin’s slump and hyperscalers’ pain to a jump in Big Tech bond spreads, arguing the market has priced in heavy capex and financing needs.
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I am bearish but invest bullish by seizing value opportunities
Ryk de Klerk’s focus has shifted from picking AI ‘winners’ to identifying future ‘survivors’ – and balancing portfolios with undervalued, lower-risk Healthcare and Consumer Staples.
