Bitcoin Bottoming in Progress: Geopolitical Premium Fading, Patient Capital Entering | Bee Network
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Investment Summary I believe that at this stage of the AI rally, what truly matters is not “whether AI still has a story,” but three questions: First, can capital expenditures continue to translate into real orders? Second, can corporate earnings justify the valuations? Third, can an investment portfolio withstand high volatility? McKinsey estimates that to meet computing power demands, global data centers may require approximately $6.7 trillion in capital expenditure by 2030, with AI workload-related data centers accounting for about $5.2 trillion. This indicates that AI infrastructure is a very long investment cycle. However, Fidelity also cautions that earnings growth, valuation, the sustainability of capital expenditure, and the interest rate cycle will determine whether the AI trade shifts from a long-term theme to a short-term bubble. [1] [2] One-sentence conclusion:…# Analysis# bitcoin# MarketPre
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