Macro Market Intelligence: Geopolitical & AI Rotation Weigh on Crypto, BIP-110 Looms

Coinbase Bitcoin negative premium hits 60-day record amid risk-off from AI stock rout and US-Iran tensions; CLARITY Act stalls, BIP-110 forced activation risks network split; capital flows neutral but fear dominates.

Macro Market Intelligence Briefing: AI-Driven Liquidity Divergence & Bitcoin BIP-110 Risk

AI infrastructure demand is reshaping global capital allocation, while Bitcoin's BIP-110 fork deadline looms with near-zero miner support, creating a bifurcated risk landscape. Stablecoin flows remain neutral, suggesting institutional caution amid macro uncertainty.