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

Oct 15, 2026
1 min read
Source: Decrypt
Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says

Bitwise CIO Matt Hougan published an investor note likening Bitcoin’s outlook to a “Choose Your Own Adventure” story, arguing that the cryptocurrency benefits across nearly every macro scenario tied to AI. Whether AI drives a superabundant economy that pushes capital into scarce assets, or triggers a bust that leads to massive government bailouts and money‑printing, Hougan says Bitcoin is positioned to thrive.

For traders, the message is a clear bullish signal: Bitcoin’s scarcity and alignment with inflation‑hedge dynamics suggest continued inflows regardless of the AI narrative. Capital may shift from traditional risk assets into BTC/USDT, reinforcing long positions and supporting higher price expectations in the near term.

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