AI Bubble Risks in 2026 and Their Potential Impact on Bitcoin

Growing concerns suggest global equity markets are entering an AI-fueled bubble. If this bubble bursts in 2026, Bitcoin (BTC) and the broader crypto market are predicted to be among the first affected. A Bank of America survey revealed 45% of fund managers see an “AI bubble” as the biggest tail risk, with over half believing AI stocks are already in bubble territory due to high spending and low returns. Experts warn this AI boom, driven by debt rather than equity like the dot-com bubble, could lead to a harsher crash. Analysts predict Bitcoin could fall to $60,000–$75,000, but institutional support may limit losses compared to previous crashes. Despite this potential downturn, some analysts believe BTC will find support around its production cost of $71,000-$75,000.

(Source：Cointelegraph)