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markets·2d ago

Kamath and Armstrong Warn on AI Valuations, Compare to Dot-Com Crash

Zerodha's Nikhil Kamath and Coinbase CEO Brian Armstrong caution that premium AI firms face a structural risk, likening the frenzy to past bubbles.

Today's briefing

BTC Holds $65K as Extreme Fear Persists – Altcoins Show Mixed Signs

Bitcoin consolidates near $65.5K with low volume; altcoins like UNI and ONDO rally on fundamentals, while oil shock limits upside.

Alexander Sterling · 2026-07-21

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