OnChain_Detective
Recent market allocation strategies have shown some interesting changes. Last week, the focus was mainly on defense and inflation hedging, with gold, silver, and platinum becoming the primary targets—classic safe-haven approaches.
This week, the sentiment has clearly shifted. The emphasis is now leaning toward industrial demand— the rise of AI and energy infrastructure has driven a surge in interest in copper, uranium, and lithium. Meanwhile, metals like aluminum and palladium, which are highly sensitive to economic recovery, have also come into view, as they often reflect the true temperature
View OriginalThis week, the sentiment has clearly shifted. The emphasis is now leaning toward industrial demand— the rise of AI and energy infrastructure has driven a surge in interest in copper, uranium, and lithium. Meanwhile, metals like aluminum and palladium, which are highly sensitive to economic recovery, have also come into view, as they often reflect the true temperature