Altcoin Spot Volume Hits Four Times Bitcoin's as ETF Inflows Slump 86.5%

Bill Miller IV says investors are rotating from AI into crypto as a hedge

Samsung and SK Hynix Bet $518 Billion on AI Chips, Crypto Feels the Pinch

NVDA

This event suggests that the AI investment cycle may be transitioning from infrastructure build-out to a digestion phase, where oversupply and diminishing marginal returns weigh on semiconductor stocks. For crypto, which has closely tracked AI hype through tokens like FET and RNDR, this decoupling could trigger a correction in AI-themed assets as retail sentiment sours.

Nvidia Corporation

SK Hynix Inc.

Samsung Electronics Co.

KOSPI Index

Nvidia strikes a new memory-chip deal, while SK Hynix and Samsung shares face heavy pressure and South Korea's Kospi index declines amid waning AI trade.

Nvidia Strikes New Memory Deal as SK Hynix, Samsung Sink on Waning AI Trade

The Waning AI Trade Is Actually a Crypto Bullish Catalyst – Here's Why

Bitcoin Crashes to $62,000, Billions in Longs Wiped Out as Capital Rotates to IPOs and AI Stocks

Binance Research: Bitcoin Weakness Driven by Rotation to AI Stocks, Not a Crypto Crisis