Bitcoin May See Upside After AI Stocks Become 'Silly Big'

Macro-economist Lyn Alden told Natalie Brunell on the Coin Stories podcast that Bitcoin’s next major leg up could hinge on artificial intelligence stocks becoming excessively overvalued. "It could be that the AI stocks eventually just peak, they get so silly big that they can’t get realistically much higher," she said.

When an asset’s price reaches a level where further gains are harder to justify, capital often moves into other opportunities. With Bitcoin down almost 46% from its October all-time high of $126,100, Alden suggested it could be a beneficiary of that rotation. Bitcoin developer Mark Carallo said the rise of investor interest in AI means Bitcoin is now "competing for capital" in a way it never has before.

Alden argued Bitcoin would not need a large influx of capital to move higher.

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