According to CoinMeta, Dan Ives indicates that the bear market views expressed by AI are underestimated. He mentioned that even looking at $CRWV, the debt they incur is insignificant relative to their backlogged orders. He believes that for every dollar of capital expenditure, the return in the technology sector is 5-6 times that amount. He expects that the market has underestimated profits by 15%, 20%, and 25% over the next 12-18 months, and as this situation develops, it will cause bear market investors to become quieter again.