Bitcoin

The discussion of tech stock rally sustainability and US vs China AI models reflects a key tension: AI-driven equity gains are increasingly questioned, while crypto remains correlated with high-beta tech. If macro headwinds (inflation, rate cuts delay) intensify, crypto could face further selling pressure as liquidity tightens.

Deutsche Bank executives Ozan Tarman and Aditya Singhal discussed macro risks, tech stock rally, and AI model comparisons in a recorded conversation at a live show in London.