Investing in assets in automotive EV supply chains is gaining short-term momentum. Battery material producers posted 5% weekly gains, triggered by expanded manufacturing capacity in Asia. Analysts forecast stronger Q4 earnings in the sector with enhanced government subsidies. Most importantly, though, Bitcoin is scarcer. There will only ever be 21 million units in circulation. This hard supply cap can't be altered. On the other hand, if demand for gold suddenly shot up, it would become economically feasible to explore other mining techniques to grow the supply. Cryptocurrencies are getting a boost from the Trump administration’s pro-digital currency policies. (Photo illustration by Chesnot/Getty Images / Getty Images) Large-cap tech stocks continue to lead gains, with AI and cloud computing sectors seeing 12–15% YTD growth. Data from the last quarter suggest institutional buyers are rotating into energy and infrastructure equities, anticipating fiscal stimulus spending in Q