Bitcoin is pushing toward $82K as the rally broadens beyond BTC, with Solana outperforming and ETF demand hitting record levels. At the same time, falling yields and a weaker dollar are reviving the hard-asset trade, while Druckenmiller warns Treasury intervention can’t overpower fundamentals forever. We also look at the next leg of the AI boom, where power, uranium, and infrastructure are becoming the bottleneck, and Anthropic is already being priced near a $2 trillion valuation in pre-IPO markets.

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