Interesting take from the Street lately: major analysts are calling the current market rally anything but a bubble, even with all the AI hype creating real nervousness out there.

The logic? Corporate earnings remain solid, valuations look reasonable compared to historical averages, and there's genuine productivity gains coming from AI adoption. So yeah, uncertainty exists, but the fundamentals don't scream 'crash incoming.'

What strikes me is how this filters down to crypto markets too. When traditional finance stays this bullish, it typically pulls capital upward across asset classes. The stock market acting as a floor for risk sentiment matters more than people realize.

That said, the AI anxiety they mention is real—we're in that awkward phase where everyone's positioning for an AI future, but nobody's totally sure which plays actually deliver ROI. Classic growth cycle stuff.

Bottom line: if Wall Street genuinely believes there's no bubble forming, that's a green light for risk-on sentiment to continue. Keep that in mind when positioning.