Goldman Sachs has signaled that the AI narrative is rebounding “very, very fast,” with semiconductors already reaching new highs. Historically, when institutional money flows back into high-growth tech, Bitcoin tends to benefit from the resulting liquidity spillover.
The firm’s approach is described as “nibble and hedge,” gradually building BTC exposure while maintaining risk controls.
Overall, the message points to a strengthening macro backdrop, increasing liquidity rotation, and positioning BTC as a leading risk-on asset in the current environment. $BTC
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