Lately, I am increasingly hearing Wall Street analysts talk about a massive rotation toward AI.

It's not just hype; it really seems like capital is changing direction.
However, what's interesting is that Bitcoin remains in the background of this transition, trying to find its place in the new market cycle.

This dynamic makes me reflect on how institutional investors are recalibrating their portfolios.
While AI continues to attract significant flows from all major financial hubs, including capital coming from Korea and other Asian markets, Bitcoin seems to be in a phase of redefining its role.
It is no longer just a speculative bet but increasingly an asset that investors consider for diversification.

What I observe is that capital from Korea and other regions is showing interest both in AI-related opportunities and in Bitcoin positions, albeit with different emphasis.
The new cycle does not exclude cryptocurrencies but positions them differently compared to the past.

It will be interesting to see how this rotation develops in the coming quarters and what actual role Bitcoin will play in this new market context where AI dominates conversations but digital capital continues to find space.