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InvestAnswers
BTC Demand Falls Off a Cliff 🚨 Tesla, SpaceX & Micron Take Over
⏱ 24 min video · 3 min read26 May 2026
TL;DR
InvestAnswers covers a week of sharply negative Bitcoin sentiment (ETF outflows, collapsed demand metrics, BTC at $76K) against a backdrop of explosive AI stock performance, with Micron up 37% in a single day and SpaceX eyeing hyperscaler status. The core message: crypto is weak right now, but AI and tech stocks are going vertical.
Key points
1
Bitcoin ETFs saw $1.47B in outflows last week, the largest since January 2026, and apparent demand on CryptoQuant plunged to -147,000 BTC, confirming extremely weak sentiment.
2
Micron broke $1 trillion market cap and surged ~37% in a single day (after +50% over the prior 30 days), with UBS raising its price target to $1,625; the host attributes this to insatiable AI memory demand.
3
SpaceX is positioning to become the world's largest hyperscaler, backed by a $45B agreement with Anthropic and Elon Musk's stated plan to place gigawatts of orbital AI compute into SpaceX infrastructure.
4
Polymarket now shows a 59% probability that Ethereum loses its #2 market cap spot by end of 2026, and Solana ETFs have been nearly continuously positive for 6 weeks, suggesting rotation from ETH to SOL.
5
The host estimates a SpaceX IPO could reach a $2.8 trillion valuation by June 2027, and argues Anthropic (94% Polymarket odds of $1.1T valuation by year-end) will overtake OpenAI, but warns compute control is the real power lever.
Actionable insights
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Do not chase crypto right now: Coinbase premium index, ETF flows, and apparent demand metrics are all simultaneously at multi-month lows — the host says price follows ETF flows with ~3% per $1B correlation.
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Micron (MU) and Marvell (MRVL) remain key AI infrastructure plays; the host owns both and notes HSBC set a street-high $300 target on MRVL while UBS targets $1,625 for MU.
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Watch XAI (Grok) and Cursor as potential Anthropic beaters by year-end; the host argues whoever controls compute controls AI, making SpaceX orbital compute a long-term strategic moat.
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For Strategy (MicroStrategy): the early debt buyback at an 8% discount on 0% debt reduces balance sheet risk and improves S&P 500 inclusion odds; STRC dividend has ~6 months of runway.
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Ignore negative sentiment on X about stocks — the host notes the S&P 500 is at all-time highs with earnings growing, and analyst Ed Yardeni targets 8,250 on the S&P by year-end (~10% upside from current levels).
Notable quotes
“He who controls the compute controls everything. They can shut these puppies down in a heartbeat.”
“Micron literally headed to the moon. In the old days, we didn't even see crypto charts like this. Now it's AI.”
“Things don't turn around till the last optimist leaves the room.”
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