AI/Tech Selloff Drives Massive Crypto Tailwind, Experts Say

A major AI/tech equity selloff could drive fresh liquidity into cryptocurrency markets, according to industry experts, even as Binance reels from a hack that caused over $6 billion in losses to the company. Defiance Capital CEO remains bullish on crypto despite the Binance breach, arguing that a downturn in the U.S. tech/AI sector could prompt investors to pivot capital toward digital assets. The thesis matters because it suggests crypto may act as a liquidity destination rather than trading in lockstep with risk assets, a potential decoupling from equities. The claim comes despite a significant security setback at the industry's largest exchange by volume, underscoring resilience in sentiment among key investors. Watch for whether capital flows from tech equities into crypto actually materialize and whether Binance's hack fallout, including any withdrawal pressures or regulatory scrutiny, dampens the rotation thesis.