Circle Hood Coin weakened during the session, while semiconductors like AMD and Intel strengthened. This shows that U.S. stocks are still in a tug-of-war between funds. So, will the sustainability of this crypto rally be siphoned off by the bull run in semiconductors/AI? This is my biggest concern right now—whether the driving force is shifting amidst all the hype and optimism. Moving forward, I’ll keep monitoring the U.S. semiconductor index. If tools like Muse or new AI developments bring more optimistic AI expectations, and Bitcoin or crypto-related stocks weaken, reducing crypto positions will be my priority. Of course, the reverse applies too. If AI semiconductors weaken and the crypto market shows more strength, I’ll remain bullish on crypto.