magnolia|7月 04, 2026 10:12
The U.S. stock market still has sector rotations. Those unrelated to AI are performing terribly, like consumer, insurance, and healthcare stocks. And don’t even get me started on crypto stocks—it's all about cyclical plays. You have to watch $BTC. If it’s related to the crypto space, how could it not be tied to $BTC? Everything depends on Bitcoin’s moves. Want to break away from Bitcoin and have an independent rally? Even if there’s massive liquidity injection, it’ll flow into sector hot stocks. For U.S. crypto stocks, you’ve got to wait for $BTC overflow. Plus, it’s not like CRCL is the only crypto stock out there. By 2027, if you’re buying, go for small-cap stocks like SECZ.
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