According to foreign media sources, the co-founder Zhao Chang Peng, recently re-emphasized the anti-inflation properties of Bitcoin, comparing them with the al investment boom that continues to heat up on Wall Street. He said on X that AI was excellent, but that it could not protect investors from inflation, but bitcoin could.
Wall Street bet AI.
At the same time, the market is assessing two main lines: on the one hand, AI infrastructure inputs continue to expand, and on the other hand, the monetary attributes of the fixed supply of bitcoin. The CEO of Morgan Chase, Jamie Damon, predicts that this year AI ' s related investments will reach $72.5 billion.
The article mentions that Robert Mitchnick, the head of the Bellad Digital Assets Operations, argued that investors ' interest in bitcoin after the recent large outflow of spot bitcoin ETF had diminished. This could be reversed, however, if the size of the United States debt, currency devaluation and bank-printing concerns continue to rise.
Bitcoin's back on inflation.
According to Mitchnick, rising levels of borrowing and the risk of currency expansion remain important drivers of long-term demand for bitcoin. Zhao Chang Peng's statement largely perpetuates the logic that, unlike AI investments that depend on future income for their realization, their total volume limitations are more important to their supporters than to their supporters.
It is also mentioned that bitcoin has recently recovered to about $65,000, but still significantly below the high point of over $126,000 in October 2025. The previous boom was accompanied by a strong inflow of bitcoin ETF from Belet.
The AI valuation disagreement is still widening.
The debate over AI capital expenditure is also on the rise. George Noble, a former Fuda fund manager, warned that if the AI bubble burst, the shock could be much longer than the Internet bubble. In his view, the continued flow of substantial funds into AI infrastructure could magnify the destructive effect of subsequent reversals.
However, Damon remains optimistic about AI. He stated that the United States economy was still holding back and that once the AI investment wave formed, it would be difficult to stop in the short term. On the market, Polymarket, the current probability of an AI bubble breaking down in 2026 is about 16 to 24%.
Additional information:It was also mentioned that there is an internal view within Beled that there is a tendency to reduce the exposure of companies directly responsible for large AI capital expenditures and to increase the number of businesses benefiting from AI requirements. Bitcoin mining company TeraWulf has signed a 20-year agreement with Anthropic to host the AI data centre infrastructure.