Cameron Winklevoss Says AI Trade Is Over as Capital Rotates Back Into Bitcoin and Zcash
TL;DR
- Cameron Winklevoss says the AI Trade cycle has ended, suggesting investors may rotate capital toward Bitcoin and Zcash as technology valuations face pressure.
- Asian stock markets suffered heavy losses, with the Kospi falling 10.84% after semiconductor concerns and China’s AI advances affected investor sentiment.
- Markets remain divided over AI’s future, as some analysts expect a correction while crypto supporters watch for renewed interest in digital assets.
Gemini co-founder Cameron Winklevoss said the AI Trade is over and investors are looking again at Bitcoin and Zcash. His comments arrived as technology stocks faced a sharp correction, led by concerns around semiconductor valuations and China’s growing artificial intelligence capabilities.
The AI trade is over. A ton of capital is looking for a safe home. Time to rotate back into the hardest money in the universe: bitcoin and Zcash. pic.twitter.com/aO5QZSoP2I
- Cameron Winklevoss (@cameron) July 28, 2026
The statement came after South Korea’s Kospi index dropped 10.84%, while major chip companies including Samsung Electronics and SK Hynix recorded significant losses. Investors reacted to new competition from China’s memory sector and reports that domestic firms are advancing in semiconductor manufacturing tools.
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