The global financial landscape is being reshaped before our eyes. While artificial intelligence is establishing itself as the essential engine of the modern economy, bitcoin is suffering a serious setback. According to the latest market data reported by Companies Market Cap, the first cryptocurrency has just left the top 10 most valued assets on the planet. A situation that deserves attention!
In brief
- Bitcoin rose to 13th place in the world with a capitalization of around $1.5 trillion.
- TSMC and Broadcom exceed the capitalization of Bitcoin, driven by the massive craze for AI.
- Gold and silver capture a significant share of global liquidity with record performances in 2026.
Bitcoin loses ground against AI stocks
Since January, the bitcoin shows a decrease of 11%. Over twelve months, the decline even approaches 30%. The price of BTC is moving around $75,000 at the time of writing this article, with a capitalization close to $1.5 trillion.
According to the data, this weakness contrasts with the explosion of values linked to artificial intelligence (AI). The Roundhill Magnificent Seven ETF particularly stands out. It shows an increase of 33% over one year. A level of performance that naturally attracts flows and mechanically diverts them from crypto assets.
In the semiconductor sector, several companies are now also overtaking bitcoin. TSMC and Broadcom both crossed the $2 trillion mark. They now rank 8th and 9th in the world respectively. Micron Technology just crossed the $1 trillion threshold, while Samsung finds itself just behind bitcoin. Having joined forces with Coinbase to democratize crypto in the United States, the company is currently valued at around $1.3 trillion.
Gold and silver: the big winners of 2026
THE bitcoin (BTC) does not only suffer in the face of technology. According to the dataprecious metals also capture a massive share of financial flows.
- Gold reached $5,600 an ounce in January before falling back to around $4,486.
- Silver even climbed as high as $120 before coming back towards $76.
This increase propels silver to 5th place in the ranking of largest global assets by market capitalization. A rank that no one would have anticipated even two years ago!
Decryption: demand for traditional safe havens remains structurally strong in a context of persistent economic uncertainty.
One thing is certain: bitcoin is not disappearing. The stock held by long-term holders is close to historical records. Upstream, adoption by corporate treasuries continues to grow. The question that now arises is the following: is this rotation temporary or does it mark a lasting rebalancing? To be continued…
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