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Bitcoin is trading notably higher alongside technology shares, according to Steven Lubka. Lubka suggested that recent weeks of selling may have been pricing in expectations of a blue wave, and commented that markets could now be moving past that period.
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Lubka recently argued that U.S. companies should be free to offer shares to children as part of modern market incentives. He also observed that yields declined while market breadth expanded despite weakness in risk and AI assets. His recent commentary continues a pattern of tracking developments across equity and debt markets.