one: Come back after the summer, says one analyst on crypto markets

Bitcoin's growing divergence from tech stocks raises concerns as AI spending surges, says Quinn Thompson. What to know : Lekker Capital CIO Quinn Thompson argues bitcoin remains under pressure due to DAT issues, Strategy's STRC preferred shares, and quantum computing concerns, contributing to one of the largest divergences between crypto and technology stocks in recent years. Thompson is also bearish on tech, citing weakening Mag 7 leadership, rising hyperscaler debt, declining free cash flow from AI-related capex spending, and trillions of dollars in upcoming IPO supply.