J.P. Morgan said something I believe applies to more than just semiconductors: “Once the oversold signal is confirmed, a rebound window will open. We recommend investors gradually position themselves in semiconductors this summer.” “The ‘buy on dips’ strategy since the end of March remains valid.” Here’s the context: Over the past few weeks, AI-related stocks have faced heavy selling pressure. The Korean stock market has dropped 25% from its peak. The Philadelphia Semiconductor Index has fallen 20%. Individual stocks like Samsung and Micron have declined between 20% and 50%. J.P. Morgan’s assessment: The core driver of this decline is “technical positioning and de-leveraging,” not a deterioration in fundamentals. DRAM and NAND supply-demand balances will remain tight through 2028. The RSI of the Philadelphia Semiconductor Index has approached oversold territory. Now, apply this same logic to the crypto market: Last week, the Crypto Fear & Greed Index dropped as low as 18. On-chain data shows 65% of inflows came from long-term holders selling at a loss. BONK’s governance was attacked, Ostium was hacked—there was a flood of bad news. Market sentiment, just like in semiconductors, has been pushed into a technical oversold zone. But fundamentals? ETFs continue to see net inflows. Institutions are steadily accumulating. The U.S. and U.K. have released digital asset roadmaps. Traditional financial institutions worldwide are racing to enter the space. This is not a deterioration in fundamentals. This is sentiment clearing out. The “buy on dips” strategy works in semiconductors. It has also been repeatedly validated in BTC’s history. So what are you waiting for? #BTC #CryptoMarket #JPMorgan #BuyOnDips #LongTermThinking bitcoin:native