Cathie Wood: Bitcoin and Stablecoins May Become the Biggest Beneficiaries of the Transition to Agentic Commerce
- Cathie Wood stated that Bitcoin is stabilizing again relative to gold.
- Bitcoin and stablecoins may become major beneficiaries of the shift toward agentic commerce.
- Wood believes the bigger risk ahead is deflation rather than inflation.
- This deflation will particularly affect companies that have not adopted AI and productivity tools.
- Oil prices could drop significantly, and current AI capital expenditures are part of a technology revolution in its early stages.
On August 9, ARK Invest reported that Cathie Wood highlighted in her latest macro analysis that Bitcoin is stabilizing again in relation to gold. She suggested that both Bitcoin and stablecoins could emerge as significant beneficiaries of the ongoing transition to agentic commerce.
Wood expressed her belief that the primary risk in the near future is deflation rather than inflation. This deflationary trend is expected to particularly impact companies that have not yet integrated AI and productivity tools into their operations.
Additionally, she noted that oil prices could see a substantial decline. Wood emphasized that the current capital expenditures in AI should not be viewed as a bubble, but rather as part of a technological revolution that is still in its early stages.
凯西·伍德：比特币和稳定币可能成为向代理商业转型的最大受益者
2023年8月9日，ARK Invest报道，凯西·伍德在其最新的宏观分析中强调，比特币相对于黄金再次稳定。她表示，比特币和稳定币可能会成为正在进行的代理商业转型的重要受益者。
伍德表达了她对未来主要风险是通货紧缩而非通货膨胀的看法。这种通货紧缩趋势预计将特别影响尚未将人工智能和生产力工具融入运营的公司。
此外，她指出，油价可能会大幅下降。伍德强调，目前的人工智能资本支出不应被视为泡沫，而是仍处于早期阶段的技术革命的一部分。