https://www.readonrisk.com/ Every Monday: what the voices we follow said about markets, AI and crypto last week. en https://www.readonrisk.com/week/2026-w42/ https://www.readonrisk.com/week/2026-w42/ Sun, 25 Oct 2026 16:32:06 GMT Jordi Visser argued the selloff reflects hedge-fund leverage unwinding rather than a bursting AI bubble, and expects a possible year-end snapback if no bubble exists. On All-In, David Sacks said AI compute supply is constrained rather than excessive, and the panel said demand is still growing rapidly with older GPUs renting at premium prices. Martin Shkreli, on All-In, said he is bullish on the market and considered the recent sell-off a head fake, while expecting large long-term AI opportunities. Peter Diamandis's panels were optimistic that AI and robotics will advance rapidly, with Emad predicting robot-intelligence costs could effectively reach zero within a year. On crypto, Jordi Visser said he has moved most of his portfolio into crypto, though he expects Bitcoin to stay weak until hedge-fund stress eases.