Tom Lee of Fundstrat, and Michael Lewis on if AI stocks are in a bubble and when it could, one day, collapse:"this is a bubble of some sort, its all gonna fall apart, in some way." $NVDA $MSFT $GOOG $AMZN

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WATCH: @justinsuntron dropping alpha at LONGITUDE Hong Kong. “Once we have the leading narrative, we’ll have a bull market again.”

@BNBCHAIN @ethereum @solana @Uniswap @HyperliquidX Read the full report, Digital Assets 2026: Above the Noise.

@BNBCHAIN @ethereum @solana @Uniswap @HyperliquidX Bitcoin treasury holdings across public companies and institutions total just under 2M $BTC, up from near zero in 2020. The rapid accumulation phase has slowed, but institutional capital is embedded in this market in a way it simply wasn't last cycle.

@BNBCHAIN @ethereum @solana In 2020–21, app revenue was nearly all on $ETH. @Uniswap alone accounted for 45% of a $150M weekly peak. This cycle: weekly revenues average $50M–70M and have exceeded $250M at peak, distributed across @BNBCHAIN, @HyperliquidX, @Solana, and @Ethereum.