Tether CEO Paolo Ardoino says an AI-driven bubble could shake Bitcoin, and shares his outlook on Europe, DATs and tokenization in 2026.
Paolo Ardoino, CEO of Tether, the issuer of the world’s largest stablecoin, has raised concerns about how a potential AI bubble could affect Bitcoin by 2026.
Ardoino shared his outlook on Bitcoin (BTC) and the broader crypto industry on Thursday during the Bitcoin Capital podcast, co-hosted by Bitfinex Securities and Blockstream.
The executive said he sees Bitcoin “still too much correlated” to capital markets, thus potentially being impacted by the AI bubble, or a theorized stock market bubble growing amid the current AI boom.
Read more




Market participants are eagerly anticipating at least a 25 basis point (BPS) interest rate cut from the Federal Reserve on Wednesday. The Federal Reserve, the central bank of the United States, is expected to begin slashing interest rates on Wednesday, with analysts expecting a 25 basis point (BPS) cut and a boost to risk asset prices in the long term.Crypto prices are strongly correlated with liquidity cycles, Coin Bureau founder and market analyst Nic Puckrin said. However, while lower interest rates tend to raise asset prices long-term, Puckrin warned of a short-term price correction. “The main risk is that the move is already priced in, Puckrin said, adding, “hope is high and there’s a big chance of a ‘sell the news’ pullback. When that happens, speculative corners, memecoins in particular, are most vulnerable.”Read more