Bitcoin lost nearly 17% of its value recently, wiping out about $200 billion in market cap, but bitcoin maximalists argue this slump is due to speculative capital rotating into artificial intelligence (AI) rather than a fundamental problem with bitcoin itself. Record outflows from U.S. spot bitcoin ETFs and booming AI equities support this view. While some critics cite broader macroeconomic pressures and shaken confidence after a small bitcoin sale by Strategy, advocates see the downturn as a temporary liquidity crunch and potential buying opportunity if bitcoin's network fundamentals remain strong. However, a reversal may not be immediate, and risks remain if AI sentiment falters.
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