QCP: 딥시크는 여전히 앱 스토어 차트를 장악하고 있습니다. 최신 AI 릴리스는 어제 월가와 위험 자산에 충격을 주었고, 나스닥은 3% 하락했고 엔비디아는 놀랍게도 17% 하락했습니다. 이번 주에는 BTC와 주식의 상관관계가 약해지는지 시험해볼 수 있으며, 특히 유리한 규제 환경이 잠재적 지원을 제공하기 때문입니다.
https://t.me/QCPbroadcast/1402
QCP Asia Colour – 28 January 25
And... breathe. DeepSeek is still dominating the App Store charts. Its latest AI release sent shockwaves through Wall Street and risk-on assets yesterday, with the NASDAQ closing 3% lower and NVIDIA plunging an astonishing 17%.
The AI mania that defined 2024 pushed NASDAQ valuations to unsustainable levels, trading at nearly 27x forward earnings. However, 2025 presents a new set of challenges to that narrative, with uncertainties surrounding the Fed’s rate path, Trump’s policies, and this week’s upcoming tech earnings poised to add downside risk to risk-on assets.
Crypto-linked equities weren’t spared, with Core Scientific plunging 29% and miners like Hut 8, Riot Platforms, and Cipher Mining also slid. This decline reflects their growing integration with AI, as many are repurposing mining facilities into higher-tier data centers for high-performance computing.
This move appears driven more by risk-off sentiment than crypto-specific factors. BTC has found some support since…
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