Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says

macro

Bitwise CIO Matt Hougan argues Bitcoin could benefit from the AI boom regardless of whether it succeeds or disappoints. A successful AI wave could drive demand for scarce, non-sovereign assets amid concerns about automation and currency debasement; a bust could prompt investors to seek alternatives to conventional markets. The thesis presents Bitcoin as a potential hedge across both outcomes, not a guaranteed winner.

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