$BTC AI INFRA ROTATION JUST FLASHED RED 🚨

Situational Awareness LP’s latest Q1 2026 13F shows a major defensive pivot: $8.46B in semiconductor and AI-chain put options, equal to roughly 62% of declared portfolio value. The fund cut prior AI leverage while staying long selective AI, power, and digital asset infrastructure names.

This is a heavy institutional signal.

Mega short pressure hit semis while capital still tracks AI infrastructure, data centers, and mining-linked plays. That rotation matters for crypto because compute, energy, and digital asset infrastructure remain tied to the broader AI capex trade.

Stay sharp. Follow the flow, not the noise.

Not financial advice. Manage your risk.

#BTC #Crypto #AI #BitcoinMining #MarketNews

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