Market Monitoring - Monitor BTC's 50-week Exponential Moving Average (EMA) + equity correlation [1] - Track AI market capitalization (mcap) and sector relative strength [1] Investment Opportunities - Watch resilient, catalyst-rich names: $TAO, $UAI, $NIL, $SUPRA, $TAG [1] Long-Term AI Positioning - Follow infrastructure/funding flows for longer-term AI positioning [1]