HTX DeepThink: AI and Crypto Markets Face Valuation and Positioning Challenges

HTX Research analyst Chloe notes that while AI fundamentals remain strong, high valuations are increasingly difficult to justify. Nvidia's latest earnings report confirms that demand for computing power continues to outpace supply, yet the market is shifting its focus from mere growth to whether that growth supports current valuations. Similarly, Bitcoin has seen a 22% rally since August 20, approaching the $80,000 resistance level. The market is currently in a phase of strong fundamentals and improved liquidity, but faces potential risks from crowded posit