According to CNBC, Kepler Cheuvreux views the healthcare sector as the ultimate hedge against a potential AI-driven correction, signaling a defensive rotation if AI-exposed tech momentum reverses. source: CNBC For crypto traders, tech-led risk-off periods have at times coincided with positive BTC and ETH correlations to U.S. equities on rolling 60–90 day windows in 2022–2023, elevating spillover risk to digital assets should AI momentum crack. sources: Kaiko Research; Coin Metrics Trading takeaway: monitor the relative strength between healthcare and AI-levered tech and tighten crypto risk controls during any AI drawdown in line with the hedge framework reported. sources: CNBC; Kaiko Research