According to CoinMeta, analysis by the Bank of England suggests that if the bubble in artificial intelligence (AI) stocks bursts, the impact could spread to the UK, affecting stock prices, UK government bond yields, and the corporate credit market. In a blog post, the Bank of England stated that if the profits of major US tech companies fall short of expectations, investors may see this as a downgrade to the future productivity prospects of the US, and as a result, they may withdraw from US assets rather than seek refuge in them. This could lead to a weakening of the US dollar and undermine a factor that has previously acted as a buffer for economies such as the UK during financial market stress. People from the Bank of England's Global Analysis department, including Daniel Ostry, pointed out: "If the expectations of AI-driven productivity gains are not met, investors may withdraw from both the US bond and stock markets simultaneously." They noted that this would contrast sharply with typical stress scenarios such as the global financial crisis in 2008, when investors sought safe-haven assets, which led to a strengthening of the US dollar. This supported the UK to some extent, enhancing its export competitiveness and increasing the value of the pound for dollar-denominated holdings.