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Analyst sentiment on Nvidia has reached its most bearish level ever at -2.6 standard deviations, marking a shift in market perception from optimism around an 'AI supercycle' to concerns likened to the 'dot-com bubble.'
Ki Young Ju, identified as the founder and CEO of CryptoQuant, shared that Bitcoin typically sells off alongside other risk assets but often recovers before corporate earnings return when liquidity improves.
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Ki Young Ju previously introduced an AI tool that aggregates analyst posts to summarize collective market sentiment. Earlier, he noted that large BTC-backed loans increased as crypto whales borrowed more USDT. Both developments offered additional insights into investor behavior amid changing risk environments.