Analysts expect AI, Federal Reserve policy, and shifting market structure to drive crypto and equity markets through the second half of the year:
- The first half of the year was defined by the AI trade, while Bitcoin lagged behind:
- Mark Connors notes that AI is creating a divide between companies:
- Chris Sullivan believes that Bitcoin's four-year cycle remains intact:
The second half of the year may be defined by a tougher question: Which companies and assets actually stand to benefit from it?
The contrast between crypto and equities has been one of this year's defining market stories. AI enthusiasm propelled technology stocks to record highs, while Bitcoin has tumbled 46%:
Market analysts say investors are entering a period where AI, monetary policy, and changing market structure could drive sharp swings:
Mark Connors argues that AI is no longer lifting the technology sector indiscriminately but is separating companies building AI infrastructure:
Chris Sullivan expects Bitcoin to establish a bear-market bottom in the $54,000 to $58,000 range:
