Tech Bubble Bursting?! Bitcoin, Oil Shock & CLARITY Fight

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Bitcoin is facing another major test. Renewed fighting across the Middle East has pushed oil back above $90 and raised fears of a wider conflict, yet BTC has held up relatively well after reclaiming $65k. Cooler CPI and PPI data briefly lifted markets, but rising geopolitical risk and a stronger oil price are threatening that relief.

Meanwhile, the AI trade is rapidly unwinding. The semiconductor index fell around 10% last week and entered a bear market after dropping 20% from its June peak, while China’s new Kimi K3 model raised fresh questions about whether US technology companies really need unlimited spending on chips and data centres. SpaceX completed a brutal round trip, South Korean stocks entered a bear market, and the CLARITY Act remains trapped in Washington.

We’ll break down Bitcoin’s key levels, the latest Iran escalation, oil’s return above $90, the chip-stock crash, whether the AI bubble is finally bursting, the CLARITY Act fight, TA with Aaron, tweets of the week, dates for your diary and much more.

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📜 Disclaimer 📜

The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.

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