Investors Flee Bitcoin for Bonds

A modest CPI uptick and higher Fed‑rate odds can trigger rapid rotation out of non‑yielding crypto into income‑bearing government bonds, amplified when ETF outflows and stablecoin withdrawals drain crypto liquidity. Simultaneous ‘AI black hole’ investment flows toward or away from tech can exacerbate the move, making Bitcoin vulnerable to macro and sector rotations rather than acting as an independent hedge. — If true, the idea reframes crypto as a macro‑sensitive, yield‑driven asset class whose risks to retail and institutional investors rise when inflation and rate expectations change.