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The Great HODL: Extreme Fear, Tokenized Stocks & AI Replacing Apps ๐Ÿ˜ฑ
โ† Cryptocurrency
InvestAnswers

The Great HODL: Extreme Fear, Tokenized Stocks & AI Replacing Apps ๐Ÿ˜ฑ

โฑ 25 min video ยท 3 min read17 Jun 2026
TL;DR
InvestAnswers covers a broad market update including extreme fear in crypto markets, weakening Bitcoin ETF flows (showing early signs of reversal), the Fed dot plot signaling a possible 25bps rate hike, and major structural themes including tokenized stocks exploding 3,300% YoY on Solana, AI agents replacing apps, and a looming copper supply deficit. The tone is cautiously bullish on Bitcoin and AI stocks despite short-term headwinds.
Key points
1
Bitcoin ETF outflows are slowing โ€” BlackRock resumed buying, with only $64M out vs. larger inflows days prior, and Ethereum ETFs saw $22M in โ€” a potential inflection point.
2
Tokenized stocks are up 3,300% year-over-year, almost entirely on Solana, making it the fastest-growing crypto use case right now.
3
The Fed dot plot under new chair Kevin Warsh shows a 50% probability of a 25bps rate hike before year-end, rattling risk assets while AI stocks like Micron (+16.86%), AMD (+11.58%), and Intel (+14%) surged.
4
Nearly 89% of circulating Bitcoin has not moved in over 3 months โ€” the second-highest illiquidity reading ever recorded โ€” suggesting strong holder conviction or structural lock-up in ETFs and treasuries.
5
Copper faces a structural supply deficit growing from 5 metric tons in 2025 to potentially 20 metric tons by 2040, driven by AI and electrification demand, making it a major long-term commodity play.
Actionable insights
โ†’
Watch Bitcoin options on Deribit: the put/call ratio is 0.53 and heavily skewed to calls, with massive open interest building at $120K, $180K, $190K, $250K, and $260K strikes for December 2026 expiry.
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STRC (a preferred share/bond-like instrument) is trading at $89 vs. $100 par โ€” at that discount the effective yield rises to approximately 13%, which the host views as an attractive entry given $1.1B in cash reserves.
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Marathon Digital sold Bitcoin at $75K in March and is now buying back in the low $60s near the 200-week moving average โ€” a signal that sophisticated crypto treasuries view current prices as a buying opportunity.
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Avoid relying on social media crypto return figures โ€” verify 5-year returns yourself on TradingView: Solana +105.4%, Bitcoin +83%, Ethereum -21.38% as of the video date.
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Passive index fund inflows into S&P 500 and QQQ funds have exceeded $1 trillion year-to-date through mid-2026, providing a structural bid for equities regardless of macro sentiment.
Notable quotes

โ€œWhen the sky is falling, that is the time that I run into burning buildings.โ€

โ€œElon Musk is now worth more than Bitcoin. And that tells you number one how small Bitcoin is and number two how early we are.โ€

โ€œSpaceX hit a $3 trillion market cap today and that means Elon Musk made more money in the last 24 hours than Warren Buffett made in his entire lifetime.โ€

Worth watching?
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Worth watching the full video?
All the key data points, trade signals, and macro arguments are captured here โ€” skip the video unless you want the live chart walkthroughs or the community banter.
Topics
CryptocurrencyBitcoin

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