Lyn Alden: Bitcoin Could Benefit if AI Stocks Cool from Overheated Valuations

Bitcoin may attract capital if AI equities rotate out due to elevated valuations, macroeconomist Lyn Alden said in a discussion with Natalie Brunell on the Coin Stories podcast published Thursday. Alden noted BTC traded in the mid to low $60,000s, roughly 46% below its October high near $126,100, and said modest new demand could lift prices when long-term holders establish a support floor and AI enthusiasm cools. She emphasized the thesis is a potential rotation rather than a guaranteed rally, with capital possibly migrating from frothy AI names to assets with different risk profiles amid softening AI momentum and ongoing macro uncertainty.