What’s next for Bitcoin and stocks? Analysts see a volatile second half
After AI drove equities higher while bitcoin lagged, market watchers expect macro policy and market structure to take center stage.
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Summary
- Analysts expect AI, Federal Reserve policy and shifting market structure to drive crypto and equity markets through the second half of the year.
- Former Credit Suisse executive Mark Connors says AI is creating a widening divide between companies that benefit from the technology and those at risk of disruption.
- Hyperion Decimus’ Chris Sullivan argues bitcoin’s four-year cycle remains intact and believes the market is nearing a point where “it’s so bearish it’s bullish.”
