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Tether CEO: AI bubble is the biggest risk to Bitcoin in 2026

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2025-12-19 02:52:55
Paolo Ardoino, chief executive of Tether, shared his views on Bitcoin and the wider crypto industry on Thursday in the Bitcoin Capital podcast, co-hosted by Bitfinex Securities and Blockstream. Ardoino said he believed Bitcoin "remains highly relevant to capital markets" and could therefore be influenced by an AI bubble - a hypothetical stock market bubble that is gradually forming in the context of the current AI boom.
"This is the so-called AI bubble, where there are concerns that AI companies are over-investing in AI infrastructure and data centres, trying to build hundreds of terawatts of power and deploy GPUs at scale," Ardoino said.
Ardoino predicts that if sentiment towards AI shifts in 2026, the resulting turmoil in the US stock market could have an impact on the price of bitcoin. In addition to the risks associated with the AI bubble, Ardoino believes there are no other significant risks to bitcoin's overall performance in 2026 due to the growing adoption of bitcoin by pension funds and governments.
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