Macro· ★★★★· bullish·

BlackRock research paper examines AI's impact on digital assets

  • Annual AI infrastructure investment could top $700 billion by 2030, over 2% of US GDP
  • Stablecoin market cap surpassed $250 billion by late November 2025
  • BlackRock manages roughly $150 billion in digital assets
  • Bitcoin miners could benefit from AI demand for computing power and data center leasing
Why it matters: The world's largest asset manager is framing institutional crypto exposure around BTC, ETH and stablecoins as AI settlement rails.
Source: Crypto Briefing