An interesting take circulating in crypto circles: the U.S. economy is getting dangerously narrowed around a single narrative. The numbers tell the story—roughly 40% of recent economic growth is being powered by AI-related activity. That's not diversification. That's putting nearly half your eggs in one basket.

What does this mean for markets? When an entire economy becomes this concentrated on one sector, you've essentially eliminated the margin for error. One disappointing earnings season from the mega-cap tech names, one slowdown in AI capex spending, one geopolitical shock—and the whole growth story starts cracking.

For investors thinking about portfolio allocation and long-term wealth preservation, this is the kind of macro backdrop that makes alternatives look more attractive. Whether it's commodities, emerging markets, or yes, digital assets—mono-bet economies tend to create opportunities elsewhere when sentiment shifts.