若 AI 驱动增长伴随流动性扩张和实际利率受控,将支撑比特币;反之若推高实际收益率并收紧政策,则比特币可能承压。若 AI 引发劳动力中断并导致货币宽松,流动性注入将利好比特币。他承认转型会带来挑战,但预计 AI 将遵循技术发展的 “历史模式”——整合而非淘汰。
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