BlackRock says AI spending could reshape the macro cycle by 2026

BlackRock’s latest Global Outlook argues that AI is no longer a sector story — it’s becoming a macro force, with trillions in corporate capex potentially changing how growth, leverage and diversification behave across markets.

There’s also an interesting section on stablecoins quietly turning into real financial infrastructure rather than just a crypto tool.

Full breakdown here:
https://btcusa.com/blackrock-global-outlook-2026-ai-buildout-leverage-stablecoins-and-the-diversification-mirage-reshaping-markets/

Curious whether others think this “micro becomes macro” framing actually changes how we should think about risk going into 2026.