A forecast emerged that bitcoin could reclaim $126,000. Arthur Hayes (아서 헤이즈), chief investment officer at Maelstrom, said bitcoin bottomed at $60,000 this year and that a move back above the $126,000 level seen in October 2025 was inevitable. He said a break above $90,000 could steepen the uptrend as option sellers buy to cover. He cited AI investment expansion and the U.S.-Iran war as key drivers.

Concerns are growing that AI models such as Anthropic’s Mythos could be abused for cyberattacks, while hacking incidents linked to AI supply chains have emerged. That has strengthened expectations that security firms’ growth potential will rise, a view that appears to be supporting major security stocks. Companies including CrowdStrike and Palo Alto Networks have posted gains over the past month, outpacing a software-focused BlackRock IGV index.