Why did BTC suddenly surge? The truth is here!
In the past 24 hours, BTC broke through 97K and headed straight for the 100K mark, pulling along a bunch of 'high volatility altcoins' in its wake. But don’t just watch the excitement; the real driving force behind this surge is hidden in the earnings calls of the two giants, Microsoft and Meta!
Personal opinion, no nonsense:
1️⃣ News BTC = the current hardest 'capital reservoir'
US stocks are currently absurdly overvalued, and capital is looking for new anchors. At this time, BTC's structure is the cleanest and its direction is the clearest— the more tech giants invest heavily in AI, the more BTC can attract capital.
2️⃣ Keep a close eye on coins related to AI
Projects like FET/RNDR/AKT, which are related to computing power, data, and infrastructure, are likely to be pursued by narrative-driven capital.
3️⃣ Don’t rush to sell ETH and L2, but don’t expect an explosion in the short term
The market is currently only focused on BTC and highly elastic coins; for ETH to turn around, it needs to see staking, security upgrades, or new ecosystem stories.
The core message from Microsoft and Meta's earnings calls is simple: the AI spending war has just begun!
▶︎ Meta directly raised its 2025 budget to 72 billion USD
▶︎ Microsoft Azure AI services grew by 34% year-on-year
The special attributes of BTC:
▶︎ It can serve as 'digital gold' to store value
▶︎ It can also act as a 'liquidity black hole' to absorb hot money
The key is that it is not tied to earnings reports or reliant on consumer data; it survives solely on the market's judgment of macro trends. When giants invest in AI, the market implicitly expects future liquidity, making BTC the first choice for capital.
What's even more intriguing is that the giants are collectively 'playing dumb':
Quarterly GDP negative growth, consumers tightening their wallets, government spending declining... these bad news are completely ignored by Microsoft and Meta in their calls! They only discuss user growth, advertising conversion, and infrastructure expansion, which indirectly tells the market: no matter how bad reality is, we are all in for the future.
This surge is not coincidental; it is a signal that capital behavior has completely shifted. If companies dare to invest in AI, the market will dare to reprice BTC. BTC is no longer just a speculative product; it is deeply tied to technology capital spending as a macro target.
Want to recover? Want to profit? Position potential coins, open to everyone, and guide you to ride the main wave of the bull market!
