Macroeconomists warn of AI stock valuation risks, Bitcoin gains new upward momentum

LayerZeroHero · 2026-02-27T04:07:06+00:00

Renowned macroeconomist Lyn Alden believes that AI stocks are overvalued. Once the bubble bursts, the market will reallocate funds, creating opportunities for alternative assets like Bitcoin. Currently, Bitcoin's price has fallen 46.4% from its high, and the market may reassess its safe-haven value. This view reflects concerns about an AI bubble and could potentially boost Bitcoin's price rebound.

LayerZeroHero

2026-02-27 04:07:06

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Renowned macroeconomist Lyn Alden recently expressed the view that the current valuation of AI stocks is severely overestimated. Once this bubble begins to burst, the reallocation of market funds could create new growth opportunities for alternative assets like Bitcoin.

According to the latest market data, Bitcoin is currently priced at $67,590, down approximately 46.4% from its all-time high of $126,080, placing it in a relatively low position. Analysts believe that if the valuation correction of AI stocks triggers a decline in market risk appetite, investors may reassess Bitcoin’s value as a safe-haven asset.

This perspective reflects growing market concerns about the AI stock bubble. When the high valuations of AI stocks become unsustainable, Bitcoin, which has been unfairly punished, could become a new target for capital inflows, driving its price rebound. From a macroeconomic cycle perspective, the correlation shift between different asset classes is quietly occurring.

BTC-1,57%

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