The real bubble threat isn’t crypto.
By Maxime Laurent · 2025-12-20 12:39
The real bubble threat isn’t crypto.
AI mania could shake markets — and $BTC might feel the aftershock in 2026.
According to Paolo Ardoino, CEO of Tether, the biggest risk for Bitcoin in 2026 isn’t regulation or miners — it’s the AI bubble. And honestly, that take hits closer to home than it sounds.
AI companies are burning absurd amounts of cash on data centers and GPUs, racing each other like it’s 1999 again. If expectations crack, traditional markets could flip from euphoria to disappointment overnight. And since $BTC still dances with US equities, a macro mood swing could spill straight into crypto.
That said, Ardoino isn’t screaming doom. No 80% apocalypse. Institutional demand is thicker now, more patient, less emotional. Bitcoin today isn’t the fragile beast of past cycles — it’s heavier, slower, but harder to knock out.
From where I sit, espresso cooling next to my laptop, this feels like a reminder: Bitcoin doesn’t live in a vacuum. It absorbs the world’s excesses, even when those excesses come wrapped in AI buzzwords. Faut pas rêver.
Watch AI. Watch liquidity. And remember: cycles don’t die, they rotate. 🤖🧡
#Bitcoin #BTC #AIbubble #Macro #CryptoMarkets #CryptoFriture
AI mania could shake markets — and $BTC might feel the aftershock in 2026.
According to Paolo Ardoino, CEO of Tether, the biggest risk for Bitcoin in 2026 isn’t regulation or miners — it’s the AI bubble. And honestly, that take hits closer to home than it sounds.
AI companies are burning absurd amounts of cash on data centers and GPUs, racing each other like it’s 1999 again. If expectations crack, traditional markets could flip from euphoria to disappointment overnight. And since $BTC still dances with US equities, a macro mood swing could spill straight into crypto.
That said, Ardoino isn’t screaming doom. No 80% apocalypse. Institutional demand is thicker now, more patient, less emotional. Bitcoin today isn’t the fragile beast of past cycles — it’s heavier, slower, but harder to knock out.
From where I sit, espresso cooling next to my laptop, this feels like a reminder: Bitcoin doesn’t live in a vacuum. It absorbs the world’s excesses, even when those excesses come wrapped in AI buzzwords. Faut pas rêver.
Watch AI. Watch liquidity. And remember: cycles don’t die, they rotate. 🤖🧡
#Bitcoin #BTC #AIbubble #Macro #CryptoMarkets #CryptoFriture
Disclaimer: This content is for informational purposes only and not financial advice.