AI isn't just a story—it's capital in motion. The real money is flowing into infrastructure: chips, data centers, power grids, concrete, steel. This is genuine CapEx reshaping the physical economy.
Once that machinery fires up, something shifts. Risk appetite surges back. Capital that was sitting idle starts moving again. You see equities surge first—they always do when liquidity loosens. Then Bitcoin follows, chasing that wave of flowing money through the system.
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AI isn't just a story—it's capital in motion. The real money is flowing into infrastructure: chips, data centers, power grids, concrete, steel. This is genuine CapEx reshaping the physical economy.
Once that machinery fires up, something shifts. Risk appetite surges back. Capital that was sitting idle starts moving again. You see equities surge first—they always do when liquidity loosens. Then Bitcoin follows, chasing that wave of flowing money through the system.