Paradigm shifts vs bubbles: AI chips and bitcoin show powerful trends can still produce severe corrections

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Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.

source https://www.coindesk.com/markets/2026/07/13/paradigm-shifts-vs-bubbles-ai-chips-and-bitcoin-show-powerful-trends-can-still-produce-severe-corrections

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