Bitcoin at a Crossroads as AI Stocks Dominate Markets, QwQiao Warns AI Bubble Could Trigger Crypto Decline

COINOTAG News reports that QwQiao, co-founder of Alliance DAO, notes that despite macro tailwinds—Fed QE, a rebuilding US TGA, and potential rate cuts pointing to a rally—the crypto market mood feels exhausted. He frames crypto as a self-fulfilling asset class navigating a four‑year cycle crossroads.

As a long‑term optimist, he has grown uneasy since mid‑September, with many savvy traders and long‑duration investors turning bearish.

Shifting to equities, he cites AI stocks as the cycle’s main engine, eclipsing liquidity signals. A burst in the AI bubble could weigh on markets; conversely, durable AI gains could prove bears wrong. He likens NVIDIA to the Bitcoin of crypto, with capital flow between crypto and AI stocks.

On sector fundamentals, he remains constructive on stablecoins startups, expecting growth to outpace AI ventures due to limited competition. This year, equity returns topped crypto, reinforcing a preference for quality companies at reasonable prices.

Don't forget to enable notifications for our Twitter account and Telegram channel to stay informed about the latest cryptocurrency news.