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Bitwise CIO advises owning both AI stocks and Bitcoin amid $40T US debt crisis uncertainty.

Market News
01 Sep 2026
UToday
View Source
Bullish
Bitwise CIO advises owning both AI stocks and Bitcoin amid $40T US debt crisis uncertainty.

Bitwise CIO Matt Hougan recommends investors hold both AI stocks and Bitcoin as a hedge against the $40 trillion US debt crisis. The US Treasury aims to reduce the deficit while maintaining GDP growth above 3%, with two possible outcomes: successful growth driven by AI boosting tech stocks, or failure leading to inflation where Bitcoin acts as a crisis hedge. AI stocks like Micron and AMD have shown strong gains, while Bitcoin rebounded after a mid-year dip. Hougan suggests owning both assets to protect and potentially profit regardless of which scenario unfolds.

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Aave V4's Base equities market sees USDC loans backed by $9M in tokenized stock collateral.

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