According to Brad Freeman (@StockMarketNerd), if the relationship between OpenAI and Microsoft (MSFT) deteriorates, a significant amount of cloud compute demand could become available to competitors. Google (GOOGL) is positioned as a likely beneficiary, given a recent partnership with OpenAI. This potential shift in cloud infrastructure demand could indirectly impact crypto markets by increasing demand for decentralized compute solutions and blockchain-based AI projects, as institutional cloud contracts often set the tone for broader technology investment trends (Source: Brad Freeman on Twitter, June 18, 2025).