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Big Tech's AI spending spree threatens crypto and risk assets

Original: Big Tech's AI capex binge is draining global liquidity, threatening risk assets like $BTC and $ETH as free cash flows pl

Hyperscale tech companies are pouring record amounts of capital into AI infrastructure, pushing their free cash flows sharply lower. Analysts argue this spending binge is draining global liquidity and crowding out speculative capital, putting pressure on risk assets such as Bitcoin and Ethereum just as the Federal Reserve approaches a policy pivot. The debate centers on whether Big Tech's shift toward utility-style investment will keep tightening conditions for crypto and other speculative markets.

Why now: AI infrastructure spending by Big Tech is rising fast and investors worry it is pulling liquidity away from crypto and other risk assets.

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Evidence

• Big Tech's AI capex binge is draining global liquidity, threatening risk assets like $BTC and $ETH as free cash flows plunge. Hyperscalers are morphing into heavy utilities, crowding out speculative capital just as the Fed nears its pivot. # Bitcoin # Macro # Crypto 👉 Read Full… · coinwire

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