Bitcoin sentiment sinks as rates and AI spending shape the 2027 debate

Bitcoin’s depressed sentiment and reduced speculative activity have put market positioning in focus, while the path of interest rates and returns on AI investment remain central to the debate over 2027. In a Bitcoin Magazine interview on November 13, Joe Carlisari, a partner at Amundsen Davis and author of the Bitcoin thriller Unconfiscatable, described sentiment as among the worst he had experienced. He said speculative money had receded and committed holders accounted for more of the remaining market. Carlisari attributed some of that weakness to gold and AI stocks drawing away liquidity and investor attention.