Semiconductor Bear Market Could Spur Capital Rotation to Bitcoin

Bitcoin is poised to attract capital fleeing the semiconductor sector as André Dragosch forecasts a two-year bear market in semis through 2028 following the AI trade peak. This shift could be triggered by the LPPL model on the SOX index flashing a reversal signal, confirming the bubble top and prompting institutional desks to look for new homes in crypto.

The current price of BTC is trading at $63,629.42 within its Bollinger band with upper resistance at $65,642.15 and lower support at $63,183.13. The bearish EMA50 at $64,326.89 and EMA200 at $63,741.02 are capping upside while the MACD death cross at -271.48 and RSI at 38.15 keep momentum neutral.

The setup aligns with historical capital rotation patterns from AI-exposed equities into BTC observed over the past year and supports ongoing BTC price prediction models that factor in macro shifts away from the AI industry impact.