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Bitcoin, Ethereum's Turn? 'The AI Trade's Over,' Prominent Macro Expert Says

Jordi Visser says the era of easy gains from AI stocks is over, making room for Bitcoin, Ethereum and the broader crypto market to attract capital.

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benzinga.com

zerohedge.com

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benzinga.comStai leggendo1 mese fa

Bitcoin, Ethereum's Turn? 'The AI Trade's Over,' Prominent Macro Expert Says

Macro expert Visser: AI's easy-return phase ended (7-8x gains unlikely); capital rotating toward crypto though AI infrastructure still targets ~30% annual returns. Tech leaders must pivot to companies with durable infrastructure; AI-crypto convergence reshapes infrastructure priorities.

originale

zerohedge.com1 mese fa

The Maddening "Ground Hog Day" Markets Pt 2

The existential angst of the AI trade.

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Timeline cronologica

lunedì 27 luglio 2026·benzinga.com
Bitcoin, Ethereum's Turn? 'The AI Trade's Over,' Prominent Macro Expert Says
Jordi Visser says the era of easy gains from AI stocks is over, making room for Bitcoin, Ethereum and the broader crypto market to attract capital.
martedì 28 luglio 2026·zerohedge.com
The Maddening "Ground Hog Day" Markets Pt 2
The existential angst of the AI trade.

Bitcoin, Ethereum's Turn? 'The AI Trade's Over,' Prominent Macro Expert Says

The Maddening "Ground Hog Day" Markets Pt 2

Timeline cronologica

Bitcoin, Ethereum's Turn? 'The AI Trade's Over,' Prominent Macro Expert Says

The Maddening "Ground Hog Day" Markets Pt 2

Bitcoin, Ethereum Showed 'Remarkable Resilience' During AI Rout: Is This the Bottom?