$500 Billion in AI Capex, 108K Layoffs, and Bitcoin's Worst Day Since FTX – Market Breakdown #172

Alphabet wants to spend more on data centers than most countries spend on defense. Amazon said hold my beer. Silver collapsed again. Bitcoin erased its entire Trump bump.

📊 THE MARKET BREAKDOWN

Daily market intelligence for traders who think in systems, not headlines.

Issue #172 | February 5, 2026