#加密市场反弹 Before Black Friday, in the US stock market:

• Nvidia, Oracle, these AI concept giants are pulling back

• Coinbase, MicroStrategy are instead rising along with Bitcoin

• Bitcoin has once again returned to around 91,000.

One is the "new AI story" cooling down,

one is the "old digital gold story" making a comeback.

Market rotation sometimes feels like people in love:

• Today's new love outshines the old, a temporary heat requires calm

• Occasionally missing the old lover, new wine in an old bottle feels particularly clear

Those who truly make money are often not the ones "aligning with a certain story,"

but those who can calmly switch between story and valuation.

As for you now,

are you more on the AI side, or on the BTC side?