Stock markets are hitting record highs and entering uncharted territory. The driver? Relentless demand for AI computing infrastructure and data center capacity—demand that shows no signs of cooling down. We're witnessing real capital flowing into the sector at an unprecedented pace.

Meanwhile, crypto traders seem trapped in a bearish narrative that might be disconnected from broader market dynamics. The pessimism could be overdone. When traditional markets are experiencing this kind of euphoria-driven momentum around AI and computing resources, historically that's signaled broader risk appetite across asset classes.

Worth reconsidering where the real market sentiment actually stands.