Signal: Goldman Sachs has confirmed the AI theme is reviving "very, very fast." Semiconductors are already at new highs.
When institutional capital rotates back into high-growth tech, $BTC historically captures the liquidity overflow first.
The GS playbook: "nibble and hedge." Add $BTC exposure at lower levels, keep hedges tight.
Verdict: Macro tailwind is building. Liquidity is rotating. $BTC is the cleanest risk-on trade in this environment.