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Crypto Risk Appetite Shifts Amid Asset Rotation

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The crypto market is experiencing a notable fragmentation in investor risk appetite, with capital rotating toward AI, technology stocks, and gold as alternative high-growth and safe-haven assets. This shift reflects broader macroeconomic uncertainties and a search for diversification beyond digital assets, temporarily dampening momentum in Bitcoin and major cryptocurrencies.

However, the potential for increasing global money supply presents a bullish catalyst for Bitcoin, historically viewed as a hedge against inflation and currency debasement. Should monetary expansion accelerate, Bitcoin could regain favor as a store of value, though its near-term trajectory remains contingent on market sentiment and competitive asset performance.

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