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BIS Warns $1T AI Spending Boom Could Hit Bitcoin Traders

2026-06-30 21:56:08

BIS warned that the five largest hyperscalers are on track to spend more than $1 trillion on AI capital expenditure across 2025 and 2026. BIS said disappointing returns could trigger a financing pullback and create knock-on effects for financial conditions. The article frames Bitcoin as vulnerable first through liquidity pressure before any later monetary-hedge argument returns.

BTC-0.26%

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