The Bank for International Settlements warns that the trillion-dollar AI infrastructure investments by Big Tech in 2025–2026, if returns disappoint, could trigger funding tightening and financial contagion, with Bitcoin and other risk assets bearing the brunt. While long-term accommodative policy may benefit Bitcoin, short-term liquidity crunch will force it to suffer alongside other high-beta assets.
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The Bank for International Settlements (BIS) has issued a warning that the Big Five tech giants are poised to invest nearly a trillion dollars in AI infrastructure between 2025 and 2026. Should these investments underperform expectations, the resulting funding squeeze and financial chain reaction could first and foremost impact risk assets such as Bitcoin. Although long-term loose monetary policy may eventually favor Bitcoin, short-term liquidity tightening will force it to decline in sync with other high-beta assets.
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