Wall Street Shaken by AI Fears… Will Only Bitcoin and Stablecoins Survive?

▲ Citrini AI report forecasts bleak outlook for all assets…Will only Bitcoin and stablecoins survive? / ChatGPT-generated image

As grim forecasts that artificial intelligence (AI) could disrupt the economy sweep through Wall Street, Bitcoin (BTC) and stablecoins are paradoxically being revisited as “alternative assets.”

According to DL News on February 28 (local time), a report by Citrini AI warned that AI could replace white-collar jobs on a massive scale, dampen consumer spending, and ultimately push national economies into recession. The report projected that in the event of a sharp economic downturn, the U.S. Federal Reserve is highly likely to cut interest rates or expand the money supply.

Lawrence Prausen, a researcher at Kaiko, explained, “When the economy falls into recession, the Fed tends to expand money issuance,” adding, “Concerns over increased money supply and currency debasement could lead to a rise in Bitcoin prices.” Bitcoin has experienced heightened volatility in 2026, currently trading around $66,000 after briefly dropping to $62,900 earlier in the week. Its market capitalization stands at approximately $1.3 trillion.

Another potential beneficiary identified in the report is stablecoins. Analysts noted that autonomous AI agents performing tasks independently will require payment methods and are likely to choose stablecoins over credit cards due to their faster and cheaper settlement capabilities. In particular, transaction costs on networks such as Solana or Ethereum layer-2 solutions amount to only a fraction of a cent. As this outlook spread, shares of Mastercard and Visa fell about 5% in early trading.

Stablecoin supply increased by $103 billion in 2025, reaching a total of $300 billion, though investor sentiment has somewhat cooled in 2026. Meanwhile, Strategy recently purchased an additional $40 million worth of Bitcoin, continuing to buy amid the downturn. Tony Pecore of Franklin Templeton commented that such corrections could be constructive for the ecosystem, reducing speculative trading while increasing focus on real-world use and infrastructure.

Despite fears that AI could destabilize the economic order, structural trends such as monetary expansion and growing demand for digital payments continue to underpin the bullish case for cryptocurrencies.

*Disclaimer: This article is for investment reference purposes only, and we are not responsible for any investment losses arising from reliance on it. The content should be interpreted for informational purposes only.*