Macroeconomist Lyn Alden believes Bitcoin’s next major breakout could depend on one thing: AI stocks becoming too expensive to justify. Speaking on the Coin Stories with Natalie Brunell, Alden suggested that if artificial intelligence leaders grow “so silly big” that further upside looks limited, investors may rotate capital into alternative assets like Bitcoin.

With BTC trading nearly 46% below its October all-time high of $126,100, a valuation reset in AI equities could make crypto look relatively attractive. In traditional markets, when growth stocks peak and momentum fades, capital often seeks higher-upside opportunities — and Bitcoin could be next in line if that rotation materializes.