Bitcoin Severely Undervalued vs AI Stocks, But Fed Hawkish Risk Remains
AI News Flash: Bitwise recently pointed out that Bitcoin’s current valuation is more attractive compared to AI-related stocks like NVIDIA — the latter has already溢价 above long-term trend levels, while Bitcoin’s Mayer Multiple remains in a historically undervalued zone. At the same time, the market is facing liquidity squeeze pressures: SpaceX, Anthropic, OpenAI and other tech giants’ potential financing deals could collectively attract over $200 billion in investment demand…