Wall Street’s wealthiest investors are making concentrated bets on artificial intelligence infrastructure companies, with three tech giants—Nvidia, Microsoft, and Alphabet—seeing massive inflows from billionaire-run hedge funds in the second quarter of 2025. These strategic moves signal strong confidence in the continued growth of AI technology and its market potential, despite premium valuations across the sector. The coordinated buying activity from some of finance’s most successful investors highlights a consensus view that AI infrastructure represents one of the most lucrative investment opportunities of the decade.
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Hargreaves Lansdown Warns Against Bitcoin Investment
British investment giant Hargreaves Lansdown has issued a stark warning against Bitcoin and cryptocurrency investments, calling them too risky for most investors. The £170 billion asset manager stated cryptocurrencies have no intrinsic value and shouldn’t be relied upon to meet financial goals, though it will allow qualified investors to access UK crypto exchange-traded notes. This conservative stance stands in sharp contrast to other major financial institutions that have embraced digital assets.
read moreCardone: Bitcoin Beats Gold Despite Metal’s Rally
As gold prices surge past $4,000 per ounce and Bitcoin reaches new all-time highs, a fundamental debate is unfolding about which asset represents the superior store of value. Real estate investor Grant Cardone argues vehemently for Bitcoin’s long-term superiority despite gold’s impressive 50% rally this year, while hedge fund legend Ray Dalio advocates for a balanced approach. This clash of investment philosophies highlights the growing importance of alternative assets in an era of economic uncertainty and potential dollar debasement.
read moreWhy Bitcoin Can’t Absorb Global Wealth Overnight
Bitcoin’s potential to absorb global capital faces significant technical constraints, according to analyst BRITISH HODL. While BTC fundamentally changes capital allocation, it requires mechanisms to move capital directly on its network. Billionaire Ray Dalio adds a skeptical perspective, questioning Bitcoin’s viability as a reserve currency for nation-states, highlighting the complex reality behind Bitcoin’s transformative potential in global finance.
read moreRay Dalio Warns of Dollar Decline, Backs Bitcoin as Hedge
Bridgewater Associates founder Ray Dalio has issued a stark warning about the U.S. dollar’s weakening position as the world’s reserve currency, citing soaring government debt service costs approaching $1 trillion annually and fresh borrowing needs that are eroding confidence in Treasuries. Dalio argues that this dynamic makes limited-supply assets like Bitcoin and gold increasingly attractive as alternative currencies. He suggests investors allocate up to 15% of their portfolios to such assets as protection against monetary debasement, while warning that the Federal Reserve faces a difficult choice between raising interest rates risk market turmoil or printing money that further weakens the dollar’s value. Foreign holders are already reducing exposure to U.S. bonds in favor of gold, indicating late-cycle stress that could accelerate a shift toward decentralized assets.
read moreRay Dalio: US Debt Crisis Boosts Crypto as Dollar Alternative
Ray Dalio’s September 2025 publication presents a stark warning about US fiscal sustainability, projecting a ‘debt-induced heart attack’ within 3 years due to trillion-dollar deficits and weakening bond demand. He identifies five converging forces—debt, politics, geopolitics, nature, and technology—that will drive ‘unimaginable changes’ in the monetary system. Dalio now categorizes cryptocurrency as a ‘hard currency’ alternative, noting its limited supply makes it attractive as dollar supply expands and demand falters. While maintaining concerns about volatility and regulation, he separates stablecoin risks from systemic fragility and emphasizes that debt dynamics, not deregulation, pose the primary threat to dollar reserve status. This marks Dalio’s continued evolution toward viewing crypto as a legitimate portfolio diversifier within late-cycle monetary transitions.
read moreDalio Criticizes US Economic Data Methods After BLS Firing
Ray Dalio has criticized the US government’s economic data collection methods after President Trump fired the head of the Bureau of Labor Statistics (BLS), Erika McEntarfer, following a massive downward revision of job numbers. June’s job growth was revised from 147,000 to 14,000, while May’s figures dropped from 144,000 to 19,000—totaling a 258,000-job downward revision. Analysts suggest this could signal an economic slowdown. Dalio, while agreeing with the firing due to outdated data processes, warned against political motives and called for transparency. He emphasized the need for improved government economic estimates to ensure accuracy.
read moreDalio: Trump Pushes Dollar Debasement to Manage Debt
Ray Dalio, founder of Bridgewater Associates, claims President Trump is pushing to devalue the dollar as a strategy to manage the nation’s soaring debt. In a social media post, Dalio framed the tension between Trump and Fed Chair Jerome Powell as a conflict over monetary policy—with Trump favoring lower rates and currency debasement, while Powell resists. Dalio argues that history suggests the dollar will likely weaken further, as debt-laden economies traditionally resort to inflation and cheap money. He cites the 1970-82 cycle as a precedent and advises investors to expect continued dollar depreciation and low real interest rates.
read moreRay Dalio Boosts Bitcoin & Gold Allocation to 15%
Ray Dalio, founder of Bridgewater Associates, has raised his recommended allocation to Bitcoin and gold to 15%, reflecting his cautious economic outlook. Dalio has also fully exited Bridgewater, selling his remaining stake and stepping down from the board. The hedge fund subsequently issued new shares to Brunei’s sovereign wealth fund, granting it a nearly 20% stake in a multibillion-dollar deal. This marks a significant transition for both Dalio and Bridgewater, as the legendary investor shifts focus while the firm enters a new ownership phase.
read moreDalio Advises 15% Portfolio Allocation to Gold or Bitcoin
Ray Dalio, founder of Bridgewater Associates, suggests investors allocate 15% of their portfolios to gold or Bitcoin to mitigate risks from the US’s escalating debt, projected to require $12 trillion in Treasury sales over the next year. While Dalio personally favors gold for its historical stability, he acknowledges Bitcoin’s potential despite its volatility. He warns that excessive debt issuance could devalue the dollar, making hard assets like gold and Bitcoin essential diversifiers. Dalio also notes that Bitcoin lacks the privacy of gold, limiting its appeal for central banks, but remains a viable option for individual investors willing to tolerate price swings.
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