CryptoQuant: AI Bubble Burst Could Rotate Capital Back Into Bitcoin
- —Ki Young Ju: an AI bubble burst would not hurt BTC much
- —BTC largely missed the AI rally, so capital may rotate back
- —Ju: an AI crash is neither necessarily bullish nor bearish for BTC
- —BTC near $80,648, 35.3% below its $126,080 October 2025 peak
Why it matters: The view frames the rotation thesis for traders: capital could move from AI stocks into BTC, but not if risk appetite collapses broadly.
Source: ZyCrypto