According to @KobeissiLetter, institutional investors’ cash allocation has fallen to 3.8%, a 12-year low, signaling reduced preference for cash versus risk assets (source: @KobeissiLetter). According to @KobeissiLetter, global debt jumped by $14 trillion in Q2 2025 to a record $337.7 trillion, while rate cuts are expected to arrive into a stagflation backdrop and the Federal Reserve’s independence may erode (source: @KobeissiLetter). According to @KobeissiLetter, this macro mix is pushing flows toward stocks at record highs, gold, silver, and crypto, with the stance summarized as “own assets” (source: @KobeissiLetter). According to @KobeissiLetter, corporations are investing hundreds of billions into AI and governments are likely to join the AI arms race, implying additional money printing that could support hard assets and digital assets (source: @KobeissiLetter). For traders, according to @KobeissiLetter, the thesis implies potential tailwinds for the crypto market as fiat purchasing power erodes and liquidity stays loose, making rotation into digital assets a key risk-on theme to monitor (source: @KobeissiLetter).

According to @business, investors have committed unprecedented sums to AI and the report questions whether those outlays will ultimately pay off, highlighting sector ROI uncertainty (source: Bloomberg/@business tweet linking to Bloomberg article). The Bloomberg-linked post raises AI bubble concerns as OpenAI, Microsoft, and Meta increase spending, signaling that payback timelines are a central risk for valuations and risk premiums in AI-exposed equities (source: Bloomberg/@business). For trading, the source points to a capex-heavy phase where guidance on AI spend, profitability, and free cash flow from Microsoft and Meta will be critical for sentiment as markets gauge return timelines (source: Bloomberg/@business).

According to @business, investors have poured unprecedented sums into artificial intelligence while OpenAI, Microsoft (MSFT) and Meta (META) step up spending, prompting concerns over whether these investments will pay off (source: Bloomberg/@business tweet, Oct 4, 2025). The coverage highlights rising AI capex concentration in Big Tech and frames a growing “AI bubble” narrative that traders can monitor for headline risk around AI-exposed equities (source: Bloomberg/@business). The report focuses on Big Tech AI investment rather than direct cryptocurrency dynamics, implying any crypto impact would come via broader risk sentiment rather than specific token catalysts (source: Bloomberg/@business).

According to @CNBC, CoreWeave has signed a 6.5 billion deal with OpenAI, as reported by CNBC on September 25, 2025. CNBC confirms the headline value and counterparties, so traders should await official disclosures on contract scope, duration, and capacity to assess revenue timing and downstream effects (source: CNBC). CNBC’s report positions this as a major AI infrastructure headline that traders can monitor as a sentiment catalyst across AI-focused equities and the broader digital asset narrative (source: CNBC).

According to @business, Alibaba will raise its AI development spending to build a complete AI ecosystem that rivals U.S. competitors, a headline that puts near-term investment intensity and guidance in focus for BABA ADR and 9988.HK; source: Bloomberg (@business) tweet and article link: https://www.bloomberg.com/news/articles/2025-09-24/alibaba-to-raise-spending-on-ai-above-50-billion-plan. Alibaba’s AI stack is anchored by Alibaba Cloud and its Tongyi Qianwen large language model, which Alibaba has made available for enterprise use in China; source: Alibaba Group and Alibaba Cloud product and news pages: https://www.alibabagroup.com/en-US/news and https://www.alibabacloud.com. A key execution variable remains access to advanced AI chips in China, as U.S. export controls restrict supply of leading-edge accelerators, influencing model training and inference scale; source: U.S. Department of Commerce, Bureau of Industry and Security, October 2023 rules update: https://www.bis.doc.gov. Crypto angle: large-scale AI investment headlines from megacap tech have been tracked by market analysts as catalysts for AI-related crypto sectors; traders may watch AI tokens and majors such as BTC and ETH for sentiment shifts following this news; source: Kaiko Research market commentary: https://kaiko.com/research.