Here's what caught my attention lately: investors are increasingly flagging AI-driven inflation as a major blind spot heading into 2026. Most are laser-focused on rate cycles and traditional macro indicators, but the real wildcard? How AI scaling costs, energy demand, and supply chain disruptions could quietly push inflation higher.

Think about it—massive data center buildouts, chip shortages, cooling infrastructure strain. These aren't priced into consensus forecasts yet. The risk? Central banks caught off-guard again, leading to volatility spikes across risk assets.

For crypto holders, this matters. A surprise inflation shock could trigger policy shifts that ripple through markets. It's the kind of tail risk that feels overlooked precisely because everyone's already worried about everything else.

Worth keeping on the radar.