QCP: Structural Logic of Digital Assets Unchanged; Focus on Macro, AI Capital Diversion, and Corporate Holding Changes in Q3
Source：
campaign.qcpgroup.com
Marginal institutional capital is increasingly flowing towards AI infrastructure, semiconductors, and large IPO projects; crypto assets failed to participate in the related rebound, and if the AI sector weakens, the crypto market may not necessarily remain unaffected. Additionally, corporate holding demand can no longer be regarded as stable bottom support, as market expectations regarding the stability of corporate-level Bitcoin holdings are changing.
