Bitwise CIO: Holding AI Stocks and Bitcoin Together Offers a Hedge Against $40T U.S. Debt

BitcoinWorld Bitwise CIO: Holding AI Stocks and Bitcoin Together Offers a Hedge Against $40T U.S. Debt As the U.S.

national debt approaches $40 trillion, Bitwise Chief Investment Officer Matt Hougan has advised investors to hold both AI-related stocks and Bitcoin in their portfolios, arguing that the combination prepares them for two distinct economic paths the Treasury might take to address the mounting fiscal burden.

The Treasury’s Challenge Hougan highlighted that Treasury Secretary Scott Bessent faces the delicate task of keeping economic growth above 3% while simultaneously reducing the fiscal deficit.

This dual objective creates uncertainty about which policy levers will be pulled, and the outcome could significantly influence asset performance.