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  <description>Weekly research on Bitcoin, altcoins and the macro picture behind them. No hype.</description>
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    <title>CoreWeave: The Needle in the AI Bubble?</title>
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    <pubDate>Sun, 18 Oct 2026 12:00:00 GMT</pubDate>
    <description>Bond markets price a 60% chance that CoreWeave defaults. How Korea's chip market topped first, why the Mag7 can't be isolated, and what it means for Bitcoin.</description>
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