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.

