2026-01-14 23:10:24

#Strategy加仓BTC Is AI really a bubble? How big is it actually? Based on the actions on Wall Street...

Many institutions are currently re-evaluating the investment logic of the AI sector. Bubbles do exist, but the key question is—how much has this bubble inflated?

Rather than obsessing over the virtual or real aspects of AI, it’s better to think in reverse: in this tech cycle, what assets can serve as hedges? The allocation value of $BTC has once again come to the forefront. In times of high uncertainty, Bitcoin often plays the role of a "stabilizer."

The strategy is clear: on one hand, be cautious of valuation risks in AI concept stocks; on the other hand, increase holdings of Bitcoin as a long-term asset allocation. This is not gambling, but rather, making the most basic risk hedging in a market that is extremely prosperous.

BTC-0,21%

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WagmiAnon

· 01-15 05:12

Coming with this again? The AI bubble should have been burst long ago. It's also funny that institutions are only now reacting. The idea of Bitcoin as a stabilizer is still reliable, and the true hedging logic is sound.

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PerennialLeek

· 01-14 23:40

The AI bubble should have burst a long time ago. It's a bit late to realize now... better to just be honest and stockpile BTC.

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BlockchainFries

· 01-14 23:39

I'm tired of the AI bubble long ago; BTC remains stable. Increasing positions this round was the right move.

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MidnightTrader

· 01-14 23:27

The metaphor of ballast is quite good. Compared to chasing illusory gains from AI, it's more reliable to hold steady with BTC.

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NFTHoarder

· 01-14 23:23

Here we go again with this... I don't care if the AI bubble bursts or not, I just know that BTC is now being hyped up as a safe haven, which makes me want to add to my position. Wall Street folks have already laid their traps long ago, and we're only realizing it now while still debating whether AI is the real trend or just hype. They've already started pouring money into BTC. This is the information gap, brother. It makes sense—rather than betting on which AI project will survive, it's more stable to just hold BTC. That's the true "passive income" mindset.

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