Bitcoin’s $80k reclaim is starting to look like a momentary Asia-led AI trade in disguise
Bitcoin’s return above $80,000 is becoming a test of how far the AI stock trade now reaches. The move came as Asian chip shares rallied, ETF demand recovered, and BTC started behaving more like a liquid risk asset inside ordinary brokerage portfolios. The correlation creates a potential portfolio problem for…
bubmagMay 4, 2026