Bitcoin inflows slow sharply in 2026 as investors chase AI, Bernstein says

Bitcoin inflows slowed significantly in 2026, with investors shifting capital towards artificial intelligence (AI) opportunities, according to a March 18, 2026, report by Bernstein. The research firm noted that while inflows into Bitcoin exchange-traded funds (ETFs) have decelerated, the digital asset's diversified ownership structure continues to bolster its long-term store-of-value proposition. Bernstein's analysis indicates a notable trend of capital reallocation, with a substantial portion of investment capital now being directed towards AI-related companies and technologies. This shift in investor sentiment is attributed to the rapid advancements and perceived high growth potential within the AI sector, overshadowing traditional digital assets like Bitcoin in the short term. Despite the slowdown in inflows, Bernstein maintains a positive outlook on Bitcoin's fundamental value, emphasizing that the underlying investor base remains robust and diversified, which is crucial for its sustained appeal as a store of value. The report does not provide specific figures for the AI investment surge but highlights it as a primary driver for the reduced Bitcoin inflows observed this year.