ARK Invest CEO Cathie Wood said that the widespread adoption of AI-powered commerce could create significant opportunities for Bitcoin and stablecoins. Wood specifically noted that Bitcoin and stablecoins are the two digital assets that could benefit most from this new commerce model, known as “agent commerce,” where AI agents handle purchases, payments, and financial transactions without human intervention.
In his latest assessment, Wood stated that Bitcoin’s value is once again becoming more stable compared to gold. According to him, the increasing role of artificial intelligence agents in economic activity could increase the need for fast and programmable payment methods. In this context, Bitcoin, and especially stablecoins, could stand out as digital financial instruments usable on a global scale.
The ARK Invest executive also evaluated the latest data on the US economy. Wood noted that last week’s employment figures were not as weak as expected, but argued that the risks in the inflation outlook have shifted. According to Wood, under current conditions, the risk of deflation may have become higher than the risk of inflation.
Wood also pointed out that artificial intelligence technologies are becoming increasingly critical for companies. He stated that companies that delay adopting AI tools that increase productivity may face greater risks in the future, and emphasized that technology investments will be decisive in terms of competitiveness.
Wood also shared his macroeconomic expectations, predicting that the DXY index, which measures the value of the US dollar against major currencies, could rise to 102.6 this year. However, he noted that there could be a significant drop in oil prices.
Wood’s assessments point to an era where artificial intelligence and digital finance are increasingly intersecting. As AI agents develop the capacity to make payments, move assets, and execute financial decisions, it is thought that the demand for blockchain-based systems alongside traditional banking infrastructure will also increase.
*This is not investment advice.