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Bernstein analysts report that Bitcoin inflows have slowed sharply in 2026, attributing the trend to investors rotating capital toward artificial intelligence-related assets. The note suggests a competitive dynamic between crypto and AI as destinations for speculative and growth-oriented capital. No specific company actions or earnings events are cited; the report reflects a sector-level capital flow observation.

10xResearch argues that Bitcoin's recent price decline is driven by rising inflation concerns rather than selling pressure from Strategy (formerly MicroStrategy). The research firm pushes back on narratives attributing the tumble to Strategy's Bitcoin holdings or activity. Macro inflation dynamics are cited as the primary headwind for the cryptocurrency.