The next crypto bull run may need AI investment to cool down before $BTC and $ETH get their real fuel back.
A lot of traders feel stuck right now: too scared to buy the dip, too frustrated to sell, and constantly watching liquidity chase the AI trade instead of crypto. I’ve seen this before in past cycles. When money has a “better story” elsewhere, crypto can drift longer than people expect.
GSR’s Spencer Hallarn pointed to two key conditions for a stronger crypto comeback: cooling AI investment and Fed rate cuts. The logic is simple. Big tech is raising equity to fund massive AI infrastructure, and that absorbs capital from the broader market. Less available liquidity means risk assets like $BTC, $ETH, and $ONDO have to fight harder for attention.
This is why smart players are shifting focus from short-term hype to 3 practical areas: long-term budget planning, OTC hedging structures, and real-world assets. That’s not bearish. It’s survival mode before expansion mode. In 2020-2021, liquidity did the heavy lifting. If rates start coming down again and AI stops draining every dollar in the room, crypto could finally breathe.
Where do you think capital rotates next: AI, crypto, or tokenized RWAs?
#CryptoMarket #Bitcoin #RWA
A lot of traders feel stuck right now: too scared to buy the dip, too frustrated to sell, and constantly watching liquidity chase the AI trade instead of crypto. I’ve seen this before in past cycles. When money has a “better story” elsewhere, crypto can drift longer than people expect.
GSR’s Spencer Hallarn pointed to two key conditions for a stronger crypto comeback: cooling AI investment and Fed rate cuts. The logic is simple. Big tech is raising equity to fund massive AI infrastructure, and that absorbs capital from the broader market. Less available liquidity means risk assets like $BTC, $ETH, and $ONDO have to fight harder for attention.
This is why smart players are shifting focus from short-term hype to 3 practical areas: long-term budget planning, OTC hedging structures, and real-world assets. That’s not bearish. It’s survival mode before expansion mode. In 2020-2021, liquidity did the heavy lifting. If rates start coming down again and AI stops draining every dollar in the room, crypto could finally breathe.
Where do you think capital rotates next: AI, crypto, or tokenized RWAs?
#CryptoMarket #Bitcoin #RWA