NYDIG Warning: AI May Trigger Monetary Easing Cycle, Potential Macro Bullish Signal for Bitcoin

BTC-2,43%

March 2 News: Greg Cipolaro, Head of Research at crypto financial institution NYDIG, stated that if artificial intelligence impacts the labor market and economic structure, forcing global central banks to adopt more accommodative monetary policies, Bitcoin could become one of the main beneficiaries.

In his latest research report, Cipolaro pointed out that AI has the potential to become a “general-purpose technology” like electricity. Its effects on productivity, employment structure, and risk appetite may gradually influence the macro liquidity environment, which has long been a key driver of Bitcoin prices.

The report states that if AI drives economic growth alongside liquidity expansion and suppresses real interest rates, this macro environment is generally more favorable for scarce assets like Bitcoin. However, if technological advances lead to stronger economic growth and push up real yields, central banks may tighten policies, putting pressure on Bitcoin.

On the other hand, if AI causes disruptions in employment—such as faster job displacement than new job creation—governments may stabilize the economy through fiscal expansion and monetary easing. This liquidity release often boosts the attractiveness of risk assets, including Bitcoin.

The impact of AI on corporate organizational structures has already become evident. Recently, tech companies have begun integrating AI into restructuring plans. Twitter founder Jack Dorsey said that his fintech company Block is cutting about 40% of its staff due to AI transformation and expects more companies to take similar measures in the future.

Meanwhile, research firm Goldman Sachs previously reported that the widespread adoption of AI could affect about 7% of jobs in the U.S., but it could also create new employment opportunities and improve productivity.

Cipolaro believes that, based on historical experience, every major technological innovation brings short-term pain, but society ultimately chooses to integrate rather than reject it. Companies that effectively leverage AI may expand profitability, and workers who actively adapt to AI skills will gain higher value. For the crypto market, macro policy changes driven by AI could become an important variable influencing Bitcoin’s medium- to long-term trend. (Cointelegraph)

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