Latest Update
7/29/2026 4:11:00 AM

AI Trade: Capital Misallocation Signs Surface

AI Trade: Capital Misallocation Signs Surface

André Dragosch flags AI trade as potential capital misallocation via Gartner Hype Cycle on Jul 29, 2026.

Source

Analysis

AI Trade displays clear signs of turning into one of modern history's largest capital misallocations, André Dragosch states in his July 29 analysis. Transformative technologies have always followed the Gartner Hype Cycle, and this boom follows the same pattern with AI industry impact now under scrutiny.


André Dragosch, PhD | Bitcoin & Macro

@Andre_Dragosch

European Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators.