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The real risk next week in the crypto space is not BTC, but Nvidia and semiconductors. The Nasdaq fell 4.6% in a week, and semiconductors are shifting from the world's strongest narrative to a source of risk. If chips continue to break down over the last two days of the month, I will reduce altcoin positions, hold cash, and wait for BTC to catch down; only if chips stabilize first will I consider re-adding positions in July. Does everyone think this is a high-level shakeout, or the first crack in the AI bubble? $ETH $GT $BTC