Bitcoin's price has remained below $62,000, down more than 50% from its October peak, while U.S. technology stocks have risen amid AI enthusiasm. Analysts from asset managers Hashdex and Charles Schwab say the divergence is temporary. Samir Kerbage, chief investment officer at Hashdex, said investor attention has shifted to AI infrastructure, IPO pipelines and macro positioning, overshadowing crypto fundamentals. He noted expanding institutional infrastructure and improving regulatory clarity, including potential passage of the CLARITY Act, and pointed to record‑high stablecoin transaction volume and a 60% increase in tokenized real‑world assets this year. Jim Ferraioli, director of digital currencies research at Charles Schwab, attributed the price lag to historical market cycles, noting that bitcoin typically takes over a year after a bear market bottom to recover to levels above production costs, estimated at about $95,000, while the average investor cost basis sits near $80,000. Both analysts argued that the disconnect between market capitalization and on‑chain activity is unlikely to persist indefinitely, though the four‑year halving cycle remains a psychological factor as the market matures and volatility declines. The situation suggests that the current price weakness may resolve as capital flows return and regulatory developments progress.