Wall Street investors predict capital shift towards AI and bitcoin's new role

Rick Rieder from BlackRock, Ulrike Hoffmann-Burchardi from UBS, and Daniel Loeb from Third Point expect the US economy to maintain steady growth, but the market environment will become more challenging. Some Wall Street investors believe that as capital shifts from large technology stocks to sectors such as industrials, electrification, and healthcare, bitcoin may need to prove its value as a simple and highly liquid investment option in a more mature and diversified market. It is expected to play a greater role in portfolio diversification and institutional assets, rather than relying on macroeconomic fears.