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Friday charts: The bull case for bubbles

Byrne Hobart argues that while investing bubbles can lead to financial ruin, they also catalyze technological progress by aligning financial speculation with innovation. Recently, the market has been enamored with AI, evidenced by Nvidia becoming the first $5 trillion company and major players like Microsoft and Amazon making significant investments into AI infrastructure. Hobart points out that the current market enthusiasm resembles historic bubbles that fostered significant advancements, such as railroads and the internet. However, the current bubble has sparked innovation in semiconductor technology, as startups like Substrate develop groundbreaking methods to manufacture chips, promising efficient production and disruption of industry giants like TSMC and ASML. Despite concerns of a bubble, the focus on AI could yield revolutionary outcomes for society, including cheaper semiconductors and energy efficiency. The concentration of investments and unprecedented growth rates of tech companies reflect a potential bubble that, if harnessed correctly, could lead to substantial societal benefits.

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CoinDesk 20 Performance Update: Internet Computer (ICP) Leaps 38.9% as Index Declines

On November 4, 2025, the CoinDesk 20 index reported a significant decline of 2.1%, settling at 3291.57. Among the leaders in asset performance, Internet Computer (ICP) surged by an impressive 38.9%, while Polkadot (DOT) saw a modest increase of 0.6%. Conversely, Cronos (CRO) faced a drop

CoinDesk 20 Performance Update: Internet Computer (ICP) Leaps 38.9% as Index Declines

On November 4, 2025, CoinDesk reported that Internet Computer (ICP) surged by 38.9%, making it a standout performer amidst an overall decline in the CoinDesk 20 index, which dropped by 2.1%. In the same period, Cronos (CRO) fell by 3.6% and Aptos (APT) dropped by 3.4%

CoinDesk 20 Performance Update: Internet Computer (ICP) Leaps 38.9% as Index Declines

On November 4, 2025, the CoinDesk 20 index dropped 2.1%, closing at 3291.57, with only three out of twenty cryptocurrencies recording gains. Notably, Internet Computer (ICP) surged by 38.9%, marking a significant rise, while Polkadot (DOT) experienced a slight increase of 0.6%. In contrast, Cronos (CRO)

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