According to @simplykashif, Bank of America’s latest Global Fund Manager Survey identifies an AI stock bubble as the biggest current market risk, surpassing geopolitics, inflation, and rate cuts. Source: @simplykashif; Bank of America Global Fund Manager Survey. For crypto traders, this elevates cross-asset risk because BTC and ETH have shown positive correlations with tech-heavy equities during drawdowns in 2022–2023, implying potential spillovers if AI leaders correct. Source: Kaiko Research; Coin Metrics State of the Network. Key risk gauges to track include VIX volatility from Cboe and market breadth in AI-linked megacaps, which have historically coincided with crypto beta moves during equity stress. Source: Cboe Global Markets; Nasdaq, Inc.; Kaiko Research.