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NYDIG: AI Productivity to Boost Bitcoin Rally, Could Even Trigger Rate Cuts

2026-03-02(월) 11:03
인공지능(AI) 주식, 비트코인(BTC)/챗GPT 생성 이미지

▲ Artificial intelligence (AI) stocks and Bitcoin (BTC) / ChatGPT-generated image

The productivity revolution sparked by the explosive growth of artificial intelligence technology is expected to pressure the Federal Reserve toward monetary easing, serving as a powerful catalyst for Bitcoin’s surge.

According to crypto-focused media outlet Cointelegraph on March 2 (local time), digital asset investment firm NYDIG stated in a recent report that deflationary pressures caused by artificial intelligence (AI) are creating a favorable environment for the digital asset market. Greg Cipolaro, Head of Research at NYDIG, explained that if AI dramatically enhances labor productivity and stabilizes prices, the Federal Reserve will have justification to lower interest rates or supply liquidity. Cipolaro projected that such macroeconomic shifts would become a key driver of Bitcoin (BTC) price appreciation.

The report emphasized that AI is more than a technological trend, calling it a critical variable capable of reshaping global financial liquidity flows. If technological innovation drives price declines on the supply side, central banks are likely to adopt accommodative monetary policies to stimulate the economy. “Historical examples of technological innovation show that productivity gains have always led to rising asset prices,” Cipolaro noted, analyzing that the AI boom could increase market liquidity and accelerate capital inflows into risk assets such as Bitcoin.

NYDIG particularly highlighted Bitcoin’s unique position as both an inflation hedge and a beneficiary of technological growth. Institutional investors are beginning to recognize Bitcoin as an essential portfolio asset within the new economic order shaped by AI. The digital asset market has already consolidated during the first half of 2026, building up energy. If a shift in the Federal Reserve’s interest rate policy becomes visible, Bitcoin is expected to break past its previous all-time high once again and enter a powerful rally.

Research Head Cipolaro added that the convergence of AI and blockchain technology will generate synergies, leading to more cases that demonstrate the practical utility of digital assets. The market is currently awaiting a signal that could mark the beginning of a large-scale liquidity expansion. The AI-driven productivity revolution has become a decisive factor, constraining the Federal Reserve while favoring the digital asset market. Bitcoin is emerging as the primary beneficiary of natural liquidity expansion driven not by artificial capital injections but by technological revolution.

The future digital asset market is expected to enter an unprecedented growth phase as two massive forces—technological innovation and monetary policy—interlock and move in tandem. Bitcoin is solidifying its role not merely as a virtual asset but as a core financial infrastructure of the AI era, proving its investment value. Amid fundamental changes in the global economic structure, Bitcoin’s status is likely to become even more firmly established.

Disclaimer: This article is for investment reference only and we are not responsible for any investment losses incurred based on it. The content should be interpreted for informational purposes only.