AI stocks are draining crypto’s momentum, Bitwise warns
Bitwise says crypto has become a contrarian bet as AI stocks pull investor attention and traders focus more on fundamentals.
Cointelegraph·
“Investors still believe in crypto, but now that it’s a contrarian bet, they favor fundamentals over vibes,” says Bitwise investment chief Matt Hougan.
Read full articleBitwise says crypto has become a contrarian bet as AI stocks pull investor attention and traders focus more on fundamentals.
Bitcoin under $70k; Strategy Inc sells 32 BTC; corporates hold ~1.15M BTC per Bitwise. FT flags ‘digital credit’ stress. What treasury demand looks like now.
Bitcoin and altcoin prices crumbled as BTC lost the $70,000 level. Will investors’ pivot to AI stocks continue to weigh on crypto markets?
Bitcoin's potential as a hedge against sovereign debt crises could drive institutional interest, impacting its adoption and market dynamics. The post Bitwise estimates Bitcoin’s fair value at $224K amid sovereign debt fears appeared first on Crypto Briefing.
Bitcoin has drawn a new valuation argument from Bitwise, as rising sovereign debt pressures keep bond markets under strain and strengthen the case for BTC as a macro hedge. Bitwise said in a new report that deeper investor concern over…
A sovereign default-risk model estimates Bitcoin’s fair value at $224,000, as rising debt risks and bond-market stress could strengthen the asset’s long-term investment case.
Bitwise CIO Matt Hougan says crypto is becoming a contrarian bet as AI stocks dominate and Clarity Act uncertainty weighs. The post Bitwise CIO says crypto is becoming a contrarian bet as AI stocks dominate markets appeared first on Crypto Briefing.
Bitwise is looking past Bitcoin’s recent slide and toward a much larger pressure point: close to $30 trillion in global debt that needs refinancing in 2026. The firm said higher Japanese government bond yields and a warning from the IMF about waning demand for government debt could push markets into a tighter corner, a setup […]