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

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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