Compass Investments

Crypto vs. Dollar

📌 CZ asserts that, in a bear market, capital is actively seeking investment opportunities, while the founder of Social Capital recommends refraining from investing in AI chips.

CZ notes that, despite the current bear market, capital is still actively seeking investment opportunities. . Bitcoin

– CZ notes that, despite the current bear market, capital is still actively seeking investment opportunities.

Chamat Palihapitiya believes that investments in real estate and energy yield the highest and fastest returns in the AI sector.

Bitcoin is hovering around $63,037, which is 45% lower than last years level.

Binance founder Changpeng Zhao (CZ) asserts that there is no shortage of capital during this bear market. Most of these resources are currently seeking suitable applications.

Meanwhile, Social Capital founder Chamath Palihapitiya has indicated where, in his view, funds should be directed. However, he is not referring to chips for artificial intelligence (AI).

CZ did not specify exactly where this money should go, but acknowledged that, despite the bear market, there is plenty of liquidity in circulation.

The numbers explain why these funds are not flowing into cryptocurrency. Bitcoin (BTC) is trading at around $63,037. Over the past year, its value has fallen by 45% . This is nearly half its record high from October 6.

Meanwhile, Social Capital founder Chamat Palihapitiyaa venture capitalist, entrepreneur, and investoris acquiring three things: a plot of land, access to the power grid, and an empty building to house computers.

LPS (Land Power Shell) remains the most obvious and fastest way to generate a return on invested capital, Palihapitiya wrote.

Palikhapitia is a former executive at Facebook (now Meta), a well-known SPAC sponsor, and a former minority owner of the Golden State Warriors basketball team.

His reasoning is simple. Cities continue to block the construction of data centers. Sites that already have access to the power grid are becoming increasingly scarce.

The statistics support his point of view. According to Data Center Watch, by early 2026, at least 75 projects in the U.S. with a total value of about $130 billion had been halted or postponed. This marked the worst quarter on record. The number of protest groups has doubled, and they are now active in 49 states.”,”detected_source_language”:”RU

Bitcoin

Bitcoin

$81,621.00

BTC 0.26%

Ethereum

Ethereum

$2,405.59

ETH 0.84%

Binance Coin

Binance Coin

$747.22

BNB 2.51%

XRP

XRP

$1.31

XRP -0.85%

Dogecoin

Dogecoin

$0.08

DOGE 1.37%

Cardano

Cardano

$0.22

ADA 1.12%

Solana

Solana

$104.65

SOL 0.46%