Bitcoin could benefit if artificial intelligence disrupts labor markets or generates volatility that leads central banks to ease policy, Greg Cipolaro, research lead at crypto services firm NYDIG, said in a research note. He compared AI to a “general-purpose technology” like electricity, saying its macroeconomic effects on employment, growth and risk appetite will influence Bitcoin (BTC).
“If AI-driven growth occurs alongside expanding liquidity and contained real rates, that backdrop can be supportive for Bitcoin,” Cipolaro said. “But if stronger growth lifts real yields, tightens policy, and reduces the need for monetary accommodation, Bitcoin may face headwinds.” He added that if AI prompts labor disruption or volatility that leads to fiscal expansion and easier monetary policy, the resulting liquidity impulse would likely favor Bitcoin.
The economy is already feeling AI’s impact as companies cite it in restructuring. Jack Dorsey said his payments firm Block would cut roughly 40% of staff due to AI and predicted many more firms could follow.
Goldman Sachs’ research in August estimated widespread AI adoption could displace up to 7% of the US workforce while also creating new jobs. Cipolaro acknowledged the transition will “pose challenges,” requiring workflow redesign, new skills and investment, but expects AI to follow the historical pattern of technological adoption: integration rather than obsolescence. “Firms that integrate it effectively will widen margins and productivity gaps. Workers who adapt will enhance their relevance. Those who resist may fall behind,” he said.
AI adoption is also growing within crypto. In October, Coinbase announced Payments MCP, a tool that grants AI agents access to on-chain financial tools used by people; executives noted potential benefits but warned it also introduces new risks.
Cointelegraph is committed to independent, transparent journalism. This article follows Cointelegraph’s Editorial Policy and aims to provide accurate, timely information. Readers are encouraged to verify information independently. Read the Editorial Policy at https://cointelegraph.com/editorial-policy
