Am I crazy for thinking Bitcoin could benefit from an AI selloff?

AI stocks have been getting hit lately, and I’m wondering if Bitcoin could actually be one of the places money rotates into.

I don’t think AI is going anywhere long term. But there’s been an insane amount of money poured into the AI trade, and if sentiment keeps getting worse (especially with the latest Jensen Huang news), I have to think some of that money is going to look for somewhere else to go.

At the same time, you have the US sitting on a massive amount of debt, huge deficits, and an economy that seems increasingly dependent on liquidity. I could see a situation where we eventually get more money printing / monetary expansion again.

That’s what makes BTC interesting to me at current prices.

Not saying Bitcoin is guaranteed to go up or that it’s some risk-free trade. It obviously isn’t. But if money starts coming out of AI and eventually finds its way into other assets, I think BTC is one of the more interesting places for it to end up.

Maybe I’m way off here, but the setup seems pretty interesting to me.

What are your thoughts? What am I missing?