Bitcoin bloodbath while AI memory demand explodes — rotate from crypto to Micron
Thesis
Bitcoin has cratered below $60,000, posting a rare back-to-back quarterly loss with massive outflows as panic grips the crypto market. Investors are fleeing digital assets. At the exact same time, Wall Street is furiously upgrading Micron, noting it is about to become more profitable than any U.S. company except Nvidia and Google because Big Tech is paying astronomical prices for AI memory. The smart money is rotating out of speculative digital coins and into tangible hardware companies with exploding real-world revenue.
Strategy approach
Build a rule-based strategy that enters long MU on the D1 timeframe when Bitcoin (BTCUSD) closes down 3 consecutive days (signaling crypto risk-off), while MU simultaneously closes up on the day with higher than average volume (signifying rotation into tech). Apply a 10% fixed stop loss and a 25% profit target, holding for up to 30 days.