$NEAR
Cooling DownSnapshot Window: 2026-07-06 17:10 UTC ยท โ Back to Crypto Overview
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Verbatim Community Citations & Social Evidence 1 source posts analyzed
As AI equity MO Volatility continues to drive investors nuts during the AI Mid-Cycle Slowdown, here is my favorite AI Agent trade for the next year as agents become consumers and need the new financial guardrails. And this comes from a compute bull. Long BTC short SMH
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AI visual note: A Bloomberg terminal chart displays the year-over-year price comparison between BTC/USD (yellow line, $104.1249) and SMH (VanEck Semiconductor ETF, pink line, $348.0232) from 2012 to 2026, showing BTC's substantial outperformance against the semiconductor ETF since 2024. The visualization supports the post's "Long BTC short SMH" trade thesis, illustrating the diverging performance between Bitcoin and the semiconductor-heavy ETF during the AI mid-cycle slowdown.