Binance co-founder Changpeng Zhao said speculative hot money is rotating from artificial-intelligence investments back into Bitcoin, spot crypto exchange-traded funds, and related digital assets after a weaker stretch earlier this year. Bitcoin rose from below $65,000 in mid-August to about $78,500 on September 3, a recovery of more than 20%, amid stronger institutional participation and ETF demand. CZ argued finance will keep its economic role because people and artificial intelligence systems will still need money and settlement infrastructure. Research firm River modeled Bitcoin at about $250,000 to $840,000 within three to five years if 20% to 40% of portfolios added 2% to 4% allocations against a $333 trillion asset base, implying $1.3 trillion to $5.3 trillion of potential net inflows; it found investment advisors hold only 0.008% of assets in Bitcoin even as 29 of the top 30 registered investment advisors own some. Glassnode placed long-term-holder supply between $83,000 and $86,000 as a potential ceiling, with an accumulation floor at $62,000 to $65,000, peak spot Bitcoin ETF inflows of $290 million per day, and secondary turnover near $3 billion daily. The U.S. 10-year Treasury yield has returned to 4.8%, so whether long-term holders sell into renewed demand and whether fast-moving speculative funds become sustained allocation remain central to the next move.