AI may “undermine” the most core narrative behind Bitcoin.
Many people buy BTC because they believe it can hedge against currency depreciation. But beneath this logic lies a hidden assumption: governments can only keep expanding their money supply, and they’re unable to address debt through real economic growth.
If in the future AGI, AI agents, and robots truly trigger a productivity boom, governments could improve their fiscal position through growth—then the urgency of “hedging against fiat currency depreciation” would naturally decrease.
This doesn’t mean that after AI arrives, BTC will definitely fall.
What’s really worth thinking about is: the hardest “value floor” of BTC—what assumptions is it actually built upon?
If we put global debt of $36.5 trillion into the picture and look together, we’ll find that many bullish BTC arguments fundamentally depend on one premise: debt can ultimately be resolved only through currency depreciation.
So instead of simply judging whether “AI is bullish or bearish for BTC,” it’s more important to break down your own investment logic.
The most solid bullish conviction often also conceals the most fragile assumption.
Many people buy BTC because they believe it can hedge against currency depreciation. But beneath this logic lies a hidden assumption: governments can only keep expanding their money supply, and they’re unable to address debt through real economic growth.
If in the future AGI, AI agents, and robots truly trigger a productivity boom, governments could improve their fiscal position through growth—then the urgency of “hedging against fiat currency depreciation” would naturally decrease.
This doesn’t mean that after AI arrives, BTC will definitely fall.
What’s really worth thinking about is: the hardest “value floor” of BTC—what assumptions is it actually built upon?
If we put global debt of $36.5 trillion into the picture and look together, we’ll find that many bullish BTC arguments fundamentally depend on one premise: debt can ultimately be resolved only through currency depreciation.
So instead of simply judging whether “AI is bullish or bearish for BTC,” it’s more important to break down your own investment logic.
The most solid bullish conviction often also conceals the most fragile assumption.