Markets· ★★★· neutral·

CryptoQuant CEO: AI bubble burst unlikely to hit Bitcoin hard

  • —Ju: an AI crash is neither bullish nor bearish for BTC — they seem unrelated
  • —Bitcoin missed the AI stock rally, so a correction should hit it less
  • —Investors may have already dumped BTC to finance AI stock purchases
  • —The analyst sees a possible rotation back into Bitcoin
Why it matters: The view reframes BTC's link to the AI trade as weaker than assumed, lowering the risk of cascading selloffs for holders.
Source: U.Today