AI Risk Is Pushing Giant Funds to Look at Bitcoin for Diversification
- —Goldman Sachs estimated AI investment drove roughly 40% of S&P 500 earnings growth this year
- —Invesco survey of 90 sovereign funds: market concentration is the top AI-related risk
- —Bitcoin is up over 12% in a month vs Nasdaq 100 +3% and a flat S&P 500
- —A 1% BTC allocation by NYC Retirement Systems would equal $3.26 billion
Why it matters: If large funds start allocating even modest slices to BTC to cut AI dependence, it could open a fresh source of institutional demand.
Source: Bitcoin.com