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Ivan Liljeqvist suggests that in Q4, capital may rotate out of AI stocks and semiconductor sectors and move into crypto. He envisions a scenario where investment currently focused on artificial intelligence shifts into crypto assets, potentially fueling the next bull run.
Liljeqvist also speculates that coming 'AI taxes' and public skepticism toward AI could drive this investor migration.
Liljeqvist has previously called attention to prolonged market trends in digital assets. He noted a 68.21 percent decline in Cardano ADA during an extended bearish period. He also observed five years of price consolidation for Ethereum despite negative sentiment. These past comments highlight Liljeqvist’s focus on investor positioning in shifting markets.