Analysts at crypto services firm NYDIG state that Bitcoin’s price trajectory could be influenced by the macroeconomic impact of artificial intelligence. Research lead Greg Cipolaro noted AI could create labor disruption or volatility, prompting central banks to ease monetary policy, which would benefit Bitcoin. Conversely, if AI-driven growth lifts real yields and tightens policy, Bitcoin may face headwinds. The transition is already affecting markets, with firms like Block citing AI in restructuring efforts.
According to Greg Cipolaro, research lead at crypto services firm NYDIG, Bitcoin could benefit if artificial intelligence disrupts labor markets or creates volatility that prompts central banks to ease monetary policy. Cipolaro said AI may prove to be a “general-purpose technology” like electricity, affecting employment, growth, and risk appetite.
“If AI-driven growth occurs alongside expanding liquidity and contained real rates, that backdrop can be supportive for Bitcoin,” Cipolaro stated. “But if stronger growth lifts real yields, tightens policy, and reduces the need for monetary accommodation, Bitcoin may face headwinds.”
“Conversely, if AI generates labor disruption or volatility that prompts fiscal expansion and easier monetary policy, the resulting liquidity impulse would likely favor Bitcoin,” he added. The economy is already seeing impacts, as companies cite AI in restructuring efforts.
Block CEO Jack Dorsey said his payments company would cut roughly 40% of its staff due to AI, predicting more firms would follow. Goldman Sachs‘ research arm claimed in August that widespread AI adoption could displace up to 7% of the U.S. workforce while creating new jobs.
Cipolaro acknowledged the transition will pose challenges, requiring workflow redesign and new skills. He predicts AI will follow the same historical pattern as past technological advancements, with integration being the equilibrium response.
“Firms that integrate it effectively will widen margins and productivity gaps. Workers who adapt will enhance their relevance. Those who resist may fall behind,” Cipolaro added. AI adoption is expanding within crypto, with Coinbase recently announcing a tool granting AI agents access to on-chain financial tools.
