BlackRock, UBS, and Third Point's investment leaders stated that the U.S. economy may continue to grow through 2026, but AI-driven market trends are shifting from a focus on large tech stocks to a more diversified, stock-picking dependent phase. As capital rotates into sectors like industry, electrification, and healthcare, Bitcoin has not consistently served as a hedge against a weakening dollar in this cycle. Recently, the demand for safe-haven assets has shifted more toward gold; in the context of a maturing market structure, its investment logic may rely more on the diversification role within asset allocation and institutional investment demand rather than macroeconomic safe-haven sentiment. (CoinDesk)