Bitwise: Bitcoin rises under every AI-economy scenario
- —Hougan sees a 'near-100%' chance of a public bailout if data-center credit collapses
- —The four largest US hyperscalers committed about $400bn in 2025, much of it debt-funded
- —In the 'superabundance' case, the scarcity of BTC and gold regains value
- —Risks to the thesis include quantum computing, state crackdowns and a return to austerity
Why it matters: The call reinforces Bitcoin's pitch as a hedge against an AI bubble and fiscal expansion, though it comes from a Bitcoin ETF manager.
Source: Journal du Coin