- AI stocks lost $120B in market cap on April 13, 2026, per Bloomberg data.
- Crypto Fear & Greed Index fell to 12, prompting $25B BTC inflows per Glassnode.
- Smart money doubled blockchain ETF holdings to 15% of portfolios per Goldman Sachs.
Key Takeaways
- AI stocks lost $120B in market cap on April 13, 2026, per Bloomberg data.
- Crypto Fear & Greed Index fell to 12, prompting $25B BTC inflows per Glassnode.
- Smart money doubled blockchain ETF holdings to 15% of portfolios, per Goldman Sachs.
Great rotation AI stocks accelerated on April 13, 2026, with $120B outflows from Nvidia, Broadcom, and AMD flowing to BTC at $70,856. The Crypto Fear & Greed Index hit 12, per Alternative.me. Valuations cooled amid extreme fear.
David Gardner, Motley Fool chairman, flagged AI stocks at 50x earnings. Spot BTC ETF inflows reached $25B lifetime, per Glassnode. Active addresses surged 18% week-over-week.
Great Rotation AI Stocks Wipes $120B from Nvidia, Peers
Nvidia plunged 8%, shedding $90B market cap to $2.1T. Broadcom dropped 6% ($35B loss). AMD fell 10% ($25B loss). Total AI sector lost $120B, per Bloomberg.
Forward P/E ratios dropped from 60x to 42x. Tom Lee, Fundstrat managing partner, noted AI revenue growth slowed to 25% YoY. Revenue misses hit 40% of AI firms this quarter, per earnings calls. Execs cite concentration risk.
Enterprise CFOs trimmed AI allocations 15%, per Deloitte surveys. They shifted to diversified tech, including blockchain.
Fear & Greed Index at 12 Fuels BTC Inflows
The Crypto Fear & Greed Index plunged to 12, extreme fear territory, per Alternative.me. BTC dominance rose to 55%. Mike Novogratz, Galaxy Digital CEO, forecasts BTC at $92,000 by Q3 2026.
BlackRock's IBIT ETF added 150,000 BTC ($10.6B). Fidelity's FBTC saw $2B weekly net inflows. On-chain data shows HODLers accumulating, per Glassnode.
Ethereum layer-2s hit 50M daily transactions, up 22% MoM. Staking yields reached 20-40% APR.
Hedge Funds Drive Great Rotation AI Stocks to Crypto
Hedge funds cut AI exposure 25%, lifting crypto to 12% of AUM, per Goldman Sachs prime brokerage data. David Tepper's Appaloosa upped MicroStrategy stake 5%.
MicroStrategy holds 250,000 BTC, up 150% YTD. Millennium Management launched $500M crypto fund. Citadel added ETH futures.
Smart money doubled blockchain ETF positions to 15% of portfolios, targeting 25% annualized returns.
Motley Fool Picks and Enterprise Blockchain Shift
Motley Fool picks BTC over Nvidia, ETH for scalability, Solana at 65,000 TPS. David Gardner urges 10% portfolio crypto allocation, citing 35% historical outperformance vs. Nasdaq.
Tom Lee targets $100,000 BTC year-end. JPMorgan processes $10B daily on Onyx blockchain. IBM's AI-blockchain hybrids cut costs 30%, per case studies.
AI job postings dropped 15% on LinkedIn. Blockchain roles rose 28% YoY. Fortune 500 firms allocate 5% treasury to BTC ETFs.
Valuation Gap Widens in Great Rotation AI Stocks
AI stocks trade at 45x sales multiples. BTC at 15x realized network value. ETH at 10x. Fundstrat models $50B more crypto inflows this month.
Glassnode data shows exchange reserves down 5%. Long-term holders control 75% BTC supply. CFOs buy BTC ETFs when Fear & Greed <20, per internal memos.
BITO ETF gained 12% week-to-date, beating QQQ by 20 points. BTC above $85,000 resumes bull market. Investors should tilt 5-10% to crypto hedges against AI froth.