Lyn Alden: AI Stock Peak Could Drive Bitcoin’s Next Leg Up
Bitcoin’s next significant advance could depend on a peak in artificial intelligence equities, according to macroeconomist Lyn Alden, who said a rotation of capital may occur if investors judge leading AI names to be excessively valued. Further details about the nature and history of Bitcoin could be found on this Wikipedia page.
“It could be that the AI stocks eventually just peak, they get so silly big that they can’t get realistically much higher,” Alden told Natalie Brunell on the Coin Stories podcast published to YouTube on Thursday.
When prices reach levels where additional gains appear difficult to justify, capital often shifts to assets perceived to have better upside. With Bitcoin (BTC) down almost 46% from its October all-time high of $126,100, Alden suggested the cryptocurrency could capture some of that flow. Bitcoin’s current value can be found on CoinMarketCap.
Nvidia called the “most important stock” in the U.S., executive says
Some market strategists are questioning whether the largest AI-linked stocks can sustain their momentum into 2026. Albion Financial Group chief investment officer Jason Ware told Fox Business he expects GPU maker Nvidia (NVDA) — the biggest company on the Nasdaq by market capitalization — to report “another great quarter,” but questioned whether it will “be good enough.” The current market value of Nvidia could be found on Google Finance.
“We all know they are the most concentrated, obvious winner in the AI build out. Can that growth continue in a way that supports the stock moving higher?” he said.
Nvidia’s share price is up 35.48% over the past 12 months, according to Google Finance. Ware added that it is “probably the most important company and most important stock in America in the market.”
The surge in AI-related investment interest means Bitcoin is now “competing for capital” in an unprecedented way, Bitcoin developer Mark Carallo said on Thursday.
Bitcoin may require only a “marginal amount” of new demand
Even so, Alden said Bitcoin would not need a large influx of funds to advance. “It only takes a marginal amount of new demand to come in,” she said, noting that long-term holders effectively “put the floor in” as short-term participants exit. A detailed data structure and the core of the Bitcoin protocol could be found on the Wikidata page.
“The coins rotate from fast money hands to strongly held hands; they are really not going to want to part with it unless it goes up like 5X or more, that kind of buyer,” she added.
Bitcoin is trading at $67,849 at the time of publication, down 24.49% over the past 30 days, according to CoinMarketCap.
Alden said she does not anticipate a swift rebound in the near term. “Bitcoin rarely makes V-shape bottoms outside COVID stimulus-type events,” she said, adding that it “normally it hits a low level then goes sideways for quite a while.”
“I think we’re in more of a grind,” Alden said, noting it could move $10,000 lower or $20,000 lower while remaining in that “grinding part.”
Market data cited from CoinMarketCap and Google Finance reflect prices and performance at the time of publication.
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