The author outlines three crypto scenarios if AI stocks collapse: a base case (70% odds) where most coins, including Bitcoin, fall with AI stocks before capital rotates into Bitcoin, a bull case (20%) where major coins shrug off the bust, and a bear case (10%) where a broad risk-off rout hits most coins for months. Bitcoin, already 39% below its early October 2025 high and about 60% of the sector's total value, serves as the main signal across all three. Ethereum and Solana would likely lag, since many AI tokens in their ecosystems would need to clear first. The author says he plans to keep buying crypto in all three scenarios, leaning toward Bitcoin and Hyperliquid in the bear case.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
cryptobitcoinartificial intelligenceEthereum
Open a keyword to see other news on the same topic.
Related tickers and likely impact
BTC/USDT
▼ Likely negativeBitcoin
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $1.6T |
| Close on 10/31/2026 | 77,582.02 |
| Change that session | +0.28% |
ETH/USDT
▼ Likely negativeEthereum
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $277.2B |
| Close on 10/31/2026 | 2,255.66 |
| Change that session | +0.45% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- AI agents help rescue ETH’s Glamsterdam fork, ‘Steal My Bitcoin’ site: Hodler’s Digest
The second and final testnet for Ethereum’s Glamsterdam hard fork was cancelled after ChainSecurity found vulnerabilities in two gas-scaling proposals (EIP-8037/8038) that could have affected at least 13 DeFi contracts. Derek Chiang of Eth Labs said the flaw was found only a few minutes before midnight, forcing everyone to scramble, and the Hoodi dress rehearsal will not be rescheduled until the second-order effects are fully analysed. To speed up the review, researchers from Eth Labs and the Ethereum Foundation deployed AI agents that coordinated through a message board in a GitHub repo, and a second board now examines EIP-8198 (“Quick Slots”) for the proposed Hegota fork. Separately, the ‘Steal My Bitcoin’ site, which has not been patched against the PHP2Shell vulnerabilities, holds the key to a Bitcoin wallet worth around $2000 and had gone 25 hours without a successful hack at the time of writing.
- Bitcoin, ether slip and rebound as South Korean stocks slide on AI-related concerns
Bitcoin dipped below $81,000 before recovering above $83,000, while ether fell as low as $2,400. South Korea's equity benchmark plunged 5.5% on Tuesday, led by Samsung Electronics and SK Hynix, which fell 7% and 10%, on concerns over AI investment and advances in memory chips at China's CXMT; the index is roughly 38% below its June all-time high. In derivatives, 24-hour futures volume rose 66% to $212 billion, while open interest fell 1.58% to $143.4 billion and liquidations rose 284% to $813 million, indicating leverage is being unwound rather than added. Investors are positioning ahead of the U.S. CPI report, forecast at 3.6% year over year, and earnings from JPMorgan Chase, Goldman Sachs and Citigroup.
- Tom Lee's Bitmine Keeps Buying Ethereum But Pivots to Record Share Buybacks
Bitmine Immersion Technologies added 10,452 ETH (about $24 million), bringing holdings to 6,051,933 ETH and nearing its goal of owning 5% of the network, which it calls the “Alchemy of 5%.” The bigger move this week was a buyback: the company repurchased 2.04 million shares at an average $22.48, lifting its 2026 total to 22.9 million shares for about $399.6 million. Chairman Tom Lee called it the largest equity repurchase program ever run by a crypto treasury firm and said buybacks will be made when management sees the shares as undervalued. Strategy likewise paused Bitcoin buying to spend $204.9 million repurchasing its STRC preferred stock, underscoring treasury firms’ shift toward shares over new crypto purchases.
- Signs Are Growing That Crypto's Altseason Is Right Around the Corner. Here's the 1 Altcoin I'm Buying Right Now.
The article argues that signs of an 'altseason' may be nearing, as Ethereum (ETH) and Solana both outpaced Bitcoin between July 19 and Oct. 19. However, Bitcoin's dominance stood at 58.6% and Ethereum's at 10.4% on Oct. 19, without the classic signal seen in 2021, when Bitcoin dominance fell sharply. The author says a strategy of buying a basket of altcoins and waiting for an altseason is outdated, and that he is buying NEAR Protocol because its fees have funded buybacks since February 2026. NEAR's Q3 2026 fees were $14.4 million, up from $1.4 million a year earlier, and buybacks totaled $3.1 million in Q3, double Q2.
- Bitcoin and ethereum prices today, Wednesday, October 21, 2026: Crypto to outperform stocks and gold?
Bitcoin opened at $82,940.14 on October 21, 2026, up 1.3% from Tuesday's open, and rose to $83,292.55 by 7:21 a.m. ET. Ethereum opened at $2,446.67, up 1.7%, and moved to $2,459.92 that morning. Prices have moved little over the past week and a half, though JPMorgan Asset Management expects Bitcoin to outperform stocks and gold over the long term. BlackRock has separately filed for another Bitcoin ETF aimed at investors worried about sharp losses.
- 2 Cryptocurrencies to Buy and Hold Through 2030
The article argues that this year's crypto sell-off, driven by persistent inflation, Fed rate hikes and the failure of the CLARITY Act, could be a buying opportunity for investors who expect the market to recover before the decade ends. Bitcoin trades near $82,000, far below its record of about $126,000 last October, and three factors could push it higher: U.S. debt reaching $40 trillion, the halving due in 2028, and more institutional accumulation. Ether trades near $2,400, below its all-time high of about $4,950 last August, and the article highlights its more than a million developers and the upcoming Glamsterdam upgrade, which aims to raise the gas limit and improve scalability, though it faces competition from Solana and Cardano.
Related markets
Latest news
- Coca-Cola vs. UPS: Which Dividend Stock Could Make You Richer Over the Next 10 Years?
Coca-Cola (KO) and UPS both reported encouraging third-quarter results, but the market values them very differently: UPS' dividend yield is over 6%, nearly triple Coca-Cola's yield of more than 2%. Coca-Cola grew volumes 5% and comparable EPS 11% to $0.91, and raised its full-year EPS growth outlook to at least 11% (about $3.33 per share), yet at about $93 per share it trades around 28 times this year's earnings, versus about 23 times for the S&P 500. UPS is in the midst of a turnaround, with U.S. Domestic revenue per piece up 6.1% and full-year adjusted EPS guidance raised to $7.28 per share; at around $107 per share, it trades below 15 times earnings. Coca-Cola's dividend is judged safer: its $6.8 billion in dividends this year is covered by $11.4 billion of free cash flow, while UPS' $4.1 billion in dividends is close to its $4.2 billion year-to-date free cash flow. The author's models found UPS offers higher total return potential over the next decade if its turnaround succeeds, while Coca-Cola is the safer choice for durable dividend income.
- JPMorgan Says AI Boom Is Driving A ‘Rare’ Profit Cycle — But There’s A Big Risk Investors Should Watch
JPMorgan Asset Management sees an unusually strong global profit cycle, with corporate earnings expected to grow nearly 30% in 2026 and 20% in 2027, driven mainly by AI infrastructure spending. U.S. operating profits are now forecast to rise 27% this year, up from an initial 13% forecast, while companies outside AI and energy are expected to grow roughly 10% annually, and nearly 90% of S&P 500 companies are growing earnings. However, the market has largely priced in another strong year of AI investment in 2027, and funding this spending increasingly relies on debt as higher interest rates raise borrowing costs. JPMorgan remains constructive on AI but prefers higher-quality names, and says laggards from the momentum phase, such as software companies treated as “AI losers,” tend to perform very well.
- 1 Reason Alphabet Stock Is Worth Buying on This Pullback
Alphabet (GOOG, GOOGL) fell more than 10% on Oct. 29, the day after its third-quarter report, as decelerating search revenue growth and heavy AI spending weighed on the stock. Capital spending on data centers and equipment topped $51 billion in the quarter, pushing free cash flow to negative $9 billion. Search now accounts for less than half of total revenue, down from 55% a year earlier, while revenue outside Search grew 40% to $64 billion. Google Cloud revenue more than doubled, its operating margin rose to 36% from 24%, and its backlog reached $561 billion, while management expects capital spending to rise “significantly” in 2027. At just under 19 times 2027 earnings estimates, the stock trades in line with the S&P 500's average forward earnings multiple, and the author views it as an opportunity in one of the most dominant companies at an average valuation.
- Want to invest your 401(k) in gold? Here are your options
The article explains how to invest in gold through a 401(k), including gold ETFs and funds. It also covers how a rollover from a 401(k) to a gold IRA works.
- A Stock Market Smackdown Week: Elections, Jobs Data, Iran And Earnings
The week ahead is expected to be volatile for investors, with the midterm elections, October jobs data and possible attacks on Iran all in play.
- America is doing better than you think. Your algorithm is just hiding it.
The bottom half of Americans has more than doubled its net worth since 2019, though this is hard to notice while scrolling social media.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.