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Joe Consorti observes a dramatic shift in investment over the past year, with funds moving out of Bitcoin and gold into AI stocks.
He notes that Bitcoin and gold ETFs experienced a combined $12 billion in outflows, while chip and AI-focused ETFs attracted $20 billion in inflows. Consorti suggests that the trade favoring AI stocks over traditional assets may soon reverse.
Consorti previously reported that Bitcoin fell to $59,000 during a period of heightened market volatility, sending shares of MicroStrategy below $100 levels. He has also described how legal actions may compel Peter Schiff to sell his gold holdings to cover significant fees. These posts reflect Consorti's ongoing focus on rapid shifts affecting major assets.