2026-01-05 14:01:08

The market generally focuses on the growth opportunities of AI technology, but few people discuss another potential hidden risk—inflation.

Many seasoned investors have recently proposed a view: AI-driven productivity improvements could actually trigger a new round of inflationary pressure around 2026. It sounds counterintuitive, but the logic is not hard to understand. When AI is widely applied across various production processes, it may lead to a surge in energy demand, exacerbate chip shortages, and cause supply chain reconfigurations in the short term. These factors combined become invisible costs pushing prices higher.

For the crypto market, inflation expectations often mean a reversal of easing policies, which directly impacts asset valuations. Risk assets like Bitcoin and Ethereum have historically shown high uncertainty in high-inflation environments. Therefore, incorporating this overlooked risk into the 2026 investment framework may be more important than blindly chasing gains.

BTC4,59%

ETH7%

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CryptoNomics

· 01-07 02:39

actually, the inflation thesis is statistically significant but everyone's missing the endogenous factors here. energy demand spike ≠ sustained cpi pressure if you run a proper regression analysis on historical precedent.

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DegenWhisperer

· 01-06 16:20

2026通胀真的会来？这逻辑有点绝啊，得提前布局了

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ChainMemeDealer

· 01-05 14:30

The inflation trap of 2026, not many people saw this coming. AI computing power surges but chip shortages, energy shortages... it's really ironic, productivity improvements are actually driving costs up? The crypto world is about to be hit hard by macro factors again, it's tough. Wow, now we need to be more precise in calculations, chasing gains requires caution. That's right, everyone is hyped about the AI concept now, who would have thought there's still such a trap waiting? Energy costs have risen, chips are still in short supply, the underlying logic really can't hold up. I don't want to see another wave of high inflation in 2026, the previous one was already intense enough. Policy reversal = btc, eth will directly underperform, this hidden danger really needs to be taken seriously. The investment framework needs to be adjusted; we can't just focus on the growth story of AI anymore.

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FarmToRiches

· 01-05 14:24

Inflation pressure in 2026? Someone should have mentioned this already. Everyone is hyped about AI dividends—who the heck cares about the energy crisis?

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GamefiEscapeArtist

· 01-05 14:24

The inflation pressure in 2026... The logic is indeed impeccable, but I still have some concerns about energy chips. --- So, while chasing the AI trend, we must also beware of the inflation bomb. 2026 might be worse than we think. --- Wait, does the increase in AI productivity actually push up costs? Isn't this just a growth trap? The crypto world is about to get another wave of harvest. --- Wake up, everyone. Under high inflation, whether BTC can preserve value is really uncertain. Don't just look at the gains. --- The key is the reorganization of the supply chain. Energy shortages directly affect mining costs. --- 2026 is too far away. We're still chasing the AI narrative. If we only react when inflation hits, it'll be too late. --- I really respect this logic. Everyone is hyping AI concepts, but no one is thinking about the pitfalls behind it. --- A policy reversal from easing to tightening = negative for crypto. Someone should have said this earlier. Too many people only see the upside and ignore the downside.

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