Crypto Biz: Is the AI-to

Institutional interest in digital assets is showing signs of recovery as US spot Bitcoin ETFs recorded six consecutive days of inflows totaling $930 million. This renewed momentum coincides with a cooling trend in AI-related equities, as the Philadelphia Semiconductor Index entered a technical bear market. Market participants are increasingly optimistic about the CLARITY Act, which aims to establish a formal regulatory framework for the digital asset industry in the United States. Simultaneously, Bitcoin mining firms like Hut 8 and IREN are pivoting toward AI infrastructure, securing multi-billion dollar contracts to diversify revenue streams. Bernstein analysts highlighted that the future growth of brokerages like Robinhood will be driven by the integration of tokenized equities and prediction markets. Robinhood is leveraging its Arbitrum-based layer-2 network to facilitate the transition of real-world assets onto the blockchain. This shift reflects a broader Wall Street trend, with firms such as Broadridge, Alpaca, Securitize, and Cantor Fitzgerald actively expanding their blockchain-based securities infrastructure.