// COMPARE

Bitcoin slipped 1.7% to $80,707 as weekend liquidity thinned out. Failed to hold $82,000 support after a brief rally attempt.

BTC is stuck in no-man's land — too far from ATH to attract momentum buyers, too high for value accumulation. Equities are stealing the risk appetite.

$79,000 is the line. Break below opens $77,500 and potentially $75,000. ETF flow data Monday will signal institutional conviction.

Nasdaq 100 hit a new all-time high at 29,235 — a 2.35% surge led by semis after the Philadelphia Semiconductor Index also reached a record.

AI capex cycle is entering a new phase. Hyperscalers are spending faster than consensus, and the market is rewarding the entire supply chain — from chips to cloud to cooling.

30,000 round number is the next magnet. Earnings from Cisco and Applied Materials this week will test whether the AI narrative has more room.