Fast Money Fled Into Tech Stocks, Leaving Bitcoin Behind

Stansberry explained on Anthony Pompliano’s podcast that Bitcoin’s gap to fair value exists because risk capital rotated aggressively into Nvidia Corporation and memory stocks, pulling money out of crypto in the process. 

Hedge fund allocations confirm the shift, with fast money concentrated in tech while Bitcoin sits largely ignored.

His Bitcoin pricing model ties fair value directly to banking system liquidity and monetary aggregates like M2, which he distinguishes from gold, which tracks global credit growth instead. 

As the Federal Reserve resumed bond purchases in December and monetary aggregates begin expanding again,…

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