AI disruption talk triples in Q4 2025 as Arthur Hayes links Bitcoin ATH potential to tech-credit risks

In Q4 2025, references to "AI disruption" on earnings calls surged to 126, triple the level a year earlier, while Bitcoin fell 24% even as Nvidia extended gains from a 39% jump in 2025. Analysts see this widening gap between Bitcoin and tech stocks, along with weakening confidence in the U.S. dollar, as a sign of growing AI-linked financial risk that could eventually support Bitcoin as a long-term hedge. Arthur Hayes argues that an AI-driven rotation out of crowded tech trades and into digital assets could be the trigger for new all-time highs.