Zhao Chang Peng gave an update on the comparison between Bitcoin and AI. In his view, AI was the subject of growth but did not have a bitcoin anti-inflation function. As AI corporate finance and listing are expected to warm, the market is re-evaluating the attractiveness of both types of asset to finance.

Zhao Chang Peng distinguishes between two types of assets

On July 16th, Zhao Chang Peng wrote on platform X that AI was important, but that it was bitcoin that could not be used to fight inflation. This statement does not negate the value of AI ' s investments, but rather emphasizes that the two uses are different and should not simply be considered as alternatives of the same kind.

He had also previously indicated that the orientation of AI infrastructure was better, including in the areas of data centres, computing systems and energy. As previously reported, his investment activities continue to be concentrated on the Web3-related projects.

AI Finance brought financial diversion discussion

Recently, AI, such as OpenAI and Anthropic, has been financing and potential listing schemes to promote market discussions on warming. Some investors are concerned that large AI financing projects may take away the liquidity that would otherwise flow to the encrypted market, especially at the stage of new equity subscriptions or equity allocation, and that investors often need to sell existing current assets to move funds.

It was pointed out that IPOs, a large technology company, may indeed compete with digital assets in the short term, but these effects are usually more phased. The fall of bitcoin this year is not determined solely by a single-block diversion, and monetary policy expectations and geo-situations are equally larger factors.

Bitcoin's still following the macros.

Recent market performance has also shown that, while Bitcoin is often seen as an inflationary asset, short-term prices are clearly affected by interest rate expectations and global liquidity. After lower-than-anticipated inflation data from United States producers, the market cooled its bet on the Fed ' s further interest rate hike, and the bitcoin went back up to $65,000.

  • Zhao Chang Peng perspective: AI for growth, bitcoin for inflation
  • Market focus: AI Diversion of finance to encrypted liquidity
  • Short-line drivers: inflation data, interest rate expectations and liquidity

In the same round of rebounding, the Ether House was repositioned at $1900. Market reactions show that bitcoin and AI discussions are not a simple choice. AI competes for investment funds, but the business logic of bitcoin remains embedded in the broader macro environment.