AI Rotation

How Tariffs, AI Rotation and Deglobalization Are Reshaping Crypto Risk Appetite – cover image
How Tariffs, AI Rotation and Deglobalization Are Reshaping Crypto Risk Appetite

A macro sea change — tariff threats, capital rotation into AI/large-cap tech, and deglobalization — is reducing risk appetite for crypto and helping explain the recent drawdown. This piece unpacks the transmission channels to on‑chain indicators (exchange supply, active addresses, BTC dominance) and lays out portfolio-level adjustments for volatility control.