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I noticed an interesting trend on Wall Street. Major financial minds are actively shifting their focus from one set of assets to another, with AI taking center stage. This isn't just a change of focus — it's a true disruption of old investment paradigms.
Bitcoin, of course, remains in the spotlight, but its role in the new cycle is being reevaluated. Investors are searching for where it will be relevant when artificial intelligence becomes the dominant theme.
What's really happening here? The market is undergoing a reassessment of priorities. The AI narrative is gaining momentum, and this influences capital allocation. Bitcoin isn't disappearing, but its place in institutional investors' portfolios is being redefined.
This resembles a disruption of familiar schemes: what worked before now requires rethinking. Investors are asking what role digital assets will play in a world where AI becomes infrastructure.
Personally, I see this not as the end of the crypto narrative but as its transformation. Bitcoin is adapting to the new context, just as it has done before. The only question is how quickly the market will find a new balance between AI hype and traditional digital assets.