Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says
60-second summary
Matt Hougan, Bitwise CIO, tells investors that whether the economy experiences superabundance, an AI bust, or a muddle‑through scenario, each path converges on one outcome: Bitcoin climbs higher. He frames the analysis as a “Choose Your Own Adventure” narrative, suggesting that regardless of macro conditions, crypto demand and price resilience persist, reinforcing bullish market sentiment.
In a note to investors, Matt Hougan used a “Choose Your Own Adventure” framework to argue that superabundance, an AI bust or a muddle-through economy all ultimately funnel to the same place: Bitcoin higher.