Quote from: Morpheus on Sep 24, 2026, 08:57 PMWhich collapses first - AI driven stock valuations or cryptocurrencies?

I think it kind of depends what the trigger is that sets off a panic selling event.  The financial markets are experiencing a lot of volatility and instability right now beyond just the mania surrounding AI.  Treasury yields are rising rapidly and numerous countries have deep debt problems beside the FSoA.  You also have the political component of the wars and possibilities for Russia hitting other NATO countries supporting Ukraine and/or China going after Taiwan as well as further expansion of the Iran war.

In some of the scenarios I could see it being beneficial to Crypto as some perceive it as a safe haven alternative to PMs if the Bond market continues its slide.  On the other hand, if some AI Agent manages to hack Bitcoin wallets or something similar, I think a run would start with Crypto and expand from there. Crypto doesn't have the huge Capital investment and concommitant debt that's being dumped into AI.  Even if all the Crypto currencies went bust, I don't think that would take down the TBTF Banks.  An AI crash on the other hand could undermine the capital structure of even the largest investment banks like JP Morgan and Goldman.  It would take down Crypto in due course though shortly after.  It's by far the more dangerous problem.

RE