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Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says

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.

Decrypt StaffDecrypt · October 15, 2026 · 1d ago

Why it matters

A single-asset headline is not a market-wide fact. Check the tape, dominance, and whether the move is cash, derivatives, or a story premium.

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