Wednesday, 25 February 2026

Is Bitcoin Being Repriced by AI?

In this video: There's a rotation starting that most investors don't see it. AI isn't just changing technology, it's forcing capital to move. And if that shift continues, Bitcoin could end up being one of the biggest beneficiaries. Now I know Bitcoin has been getting hammered right. And if you're watching this you're probably heard, you know, all the usual explanations like it's just a cycle or I don't know, liquidity is tight or risk assets are pulling back or I don't know whatever sentiment got too far ahead of itself. Video by Mark Moss.

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Yes, Bitcoin is currently undergoing a "repricing" driven by AI, though this manifests in two distinct ways: a short-term correlation risk with AI-driven equity markets and a long-term structural shift toward Bitcoin becoming the "native currency" for AI agents. Buy Bitcoin >>



Bitcoin Insights Today

-ETF Inflows: In contrast to retail fear, spot Bitcoin ETFs recorded a positive net inflow of +$188 million on February 24, suggesting institutional "dip-buying".

-MicroStrategy (MSTR): The company remains a major backstop, reportedly acquiring another 592 BTC today, even as its stock becomes one of the most heavily shorted in the U.S..

-Macro Environment: Market volatility was influenced by President Trump's State of the Union address today, where he defended his economic record, causing temporary price fluctuations in risk assets.

-Adoption Milestone: A new report from River indicates that institutional holdings reached 829,000 BTC in the past year, arguing that adoption is "compounding" despite the 50% drawdown from 2025 highs.

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