The firm’s top researcher says the structural bull case is intact, pointing to AI capex, stablecoins and tokenization as tailwinds even after this month’s shakeout.
💡 DMK Insight
In the ever-evolving landscape of finance, the recent shakeout may feel like a storm, but it’s crucial to remember that even the fiercest weather can lead to clearer skies. The emphasis on AI capital expenditures, stablecoins, and tokenization suggests that the foundations of this bull market remain solid, like a well-built house weathering a tempest. For investors, this is a reminder that while volatility can be unsettling, it often precedes opportunity. So, as we navigate these choppy waters, keeping an eye on these structural tailwinds could be the key to staying afloat and even thriving.
📮 Takeaway
Monitor AI investments and stablecoin developments for potential market resilience.





