The Profit Trader

Văd monede meme care au o rally puternică la începutul anului 2026, cu $DOGE și $PEPE leadând mișcarea pe măsură ce traderii se reorientează către active cu beta mai mare, în timp ce bitcoin rămâne blocat într-o interval strâns și lichiditatea post-sărbători rămâne subțire.

Dar....👇

Dogecoin a crescut cu aproximativ 11% în ultimele 24 de ore, în timp ce PEPE a crescut cu aproximativ 17%, după ce a atins temporar 25% în timpul zilei. Acest tip de acțiune a prețului reînvie deja discuțiile despre o potențială "sezon al meme-urilor" pe măsură ce apetitul speculativ revine pe piață.
Activitatea monedelor meme se accelerează

Șocurile geopolitice nu rămân locale.

Ele remodelază fluxurile de capital.
Atacul U.S. asupra Venezuelei este unul dintre acele momente.
Iată cum contează pentru crypto 👇

1️⃣ Bitcoin (

): Geopolitica = Combustibil pentru Narațiune
Când sancțiunile, riscul de suveranitate și controalele de capital cresc, propunerea de valoare a Bitcoin devine mai puternică.
Fără permisiune
Fără frontiere,

Rezistent la cenzură,

Se așteaptă volatilitate pe termen scurt,
Pe termen mediu, BTC beneficiază adesea ca o protecție împotriva riscurilor politice.
2️⃣ Piața Crypto: Volatilitate Întâi, Rotire Mai Târziu

The bubble debate around AI stocks mirrors conversations we heard about crypto in 2017 and 2021. But here's what matters: infrastructure providers win during transformative shifts.

Following the Infrastructure Money
When AI companies project half a trillion dollars in chip revenue visibility, that's not speculation it's contracted demand. Compare this to Binance processing billions in daily trading volume even during crypto winters. Both represent genuine infrastructure needs, regardless of market sentiment.
The parallel is instructive. During crypto booms, everyone focused on Bitcoin prices while exchanges like Binance built essential infrastructure. Today, everyone debates AI valuations while chip makers build the computing foundation everything else requires.

Three Shifts Driving Decade Long Growth
We're seeing simultaneous platform transitions: legacy computing infrastructure needs replacement for AI workloads, generative AI is moving from experiment to production, and physical AI applications haven't even begun scaling.
This mirrors crypto's evolution—from speculation to DeFi to institutional adoption. Each phase required more infrastructure, not less.

What The Numbers Actually Tell Us
User bases jumping from 300 million to 800 million USD in one year. Revenue projections expanding from $1 billion to potentially $26 billion annually. Market forecasts suggesting 25 fold growth within a decade. These aren't bubble metrics they're adoption curves.
Binance and BNB's journey from startup to processing trillions in annual volume took similar exponential leaps. Infrastructure demand scales with adoption, not hype cycles.

The Real Question
Ask not whether AI or crypto is overvalued. Ask which companies control critical infrastructure chokepoints.
We're early in a twenty year transformation. The companies providing essential infrastructure for AI computing, like those providing infrastructure for digital assets, are positioned for sustained growth regardless of short term sentiment.
The bubble concerns will persist. But transformative technology requires transformative infrastructure. That's not speculation. That's how paradigm shifts work.