We hear wonders about bitcoin. That he will save the world, that he is the future of finance. Yet many remain skeptical. Those who preach the good crypto word also announce dangers. Storms ahead. Chaos ahead. What if the two were linked? What if bitcoin was not a promise of wealth, but life insurance against what is to come?
In brief
- Cathie Wood anticipates a massive deflationary shock caused by AI productivity gains.
- The Fed risks reacting too late, trapped by its retrospective data and its inability to see the wall.
- Bitcoin, through its decentralization and its fixed supply, constitutes a protection against this announced chaos.
- AI costs are collapsing: -75% per year for training, -98% for inference.
AI, this steamroller that the Fed doesn't see coming
First, the numbers. They make you dizzy. Training costs for artificial intelligence models fall by 75% each year. What cost a million yesterday costs $250,000 today. For inference, the decline is even more brutal: -98% per year. Direct consequence: companies produce much more with much fewer resources. Prices are collapsing. Great, right? Not really.
Cathie Wood, boss of ARK Invest, warns. She explains to Anthony Pompliano that this productivity shock will create rapid deflation. Violent. Uncontrollable.
“ If these technologies are so deflationary, the traditional world, accustomed to 2-3% inflation, will have difficulty adapting », she warns (“If these technologies are so deflationary, it's going to be tough for the traditional world — used to 2% to 3% inflation — to adjust” – Source: CoinDesk).
Problem: the Fed is looking in the rearview mirror. She analyzes past data. She doesn't see the wall coming. Wood insists:
They might miss this and be forced to react when there is more damage.
Bitcoin, the anti-deflation shield that is driving bankers crazy
So, in practical terms, why would rapid deflation be so dangerous? Because the global economy is running on debt. Real estate loans, student loans, corporate debts, government bonds: everything is denominated in nominal dollars. If prices fall, wages follow. Business revenues are plummeting. But the debts remain the same. This is the trap that kills.
In this announced chaos, Wood sees only one lifeline : Bitcoin. “ Bitcoin is a hedge against inflation and deflation “, she asserts.
For what ? First, because it is decentralized. It exists outside the traditional system, the one that deflation threatens to implode. Second, its offer is fixed. 21 million units, not one more. No central banker to print money and keep up appearances.
“ The chaotic part is disruption everywhere », she adds. SaaS stocks lost 300 billion. Auto manufacturers write off 59 billion on their electric bets. Bitcoin watches the battlefield from afar. He has no counterpart to save. He has no balance sheet to consolidate.
SaaS-pocalypse, biotech, robots: the triple revolution that prepares the ground for Bitcoin
Cathie Wood doesn't just predict the apocalypse. She observes, and she invests. At ARK, we follow three converging movements. First, the explosion of investments in AI. Amazon and Google spend lavishly. Goldman Sachs forecasts 527 billion CapEx in 2026 for hyperscalers alone. Then, the “SaaS-pocalypse”.
New AI models, like GPT-5.3 that trains itself, are making traditional software obsolete. Their competitive moats are evaporating. Result: 300 billion in market valuation gone in a few weeks. Finally, biotech changes.
OpenAI partners with Ginkgo Bioworks to create autonomous labs. The AI designs the experience, the robot runs it, the data feeds the AI. No humans in the loop. Three revolutions which converge towards the same observation: the technological acceleration is real, massive. She will hit everything in her path. In this new world, Bitcoin is not an investment like any other. He is the parachute of those who saw the wall coming.
The Wood thesis in figures
- AI training costs: -75% per year, historic free fall;
- AI inference costs: -98% per year, the technology becomes almost free;
- SaaS swept away: 300 billion in valuation lost in weeks;
- CapEx IA 2026: 527 billion (Goldman Sachs);
- BTC price at the time of writing: $70,780.
Bitcoin fans are legion at the highest levels. Michael Saylor, Donald Trump, Senator Cynthia Lummis. And Anthony Pompliano, of course. The latter has just reaffirmed his long-term vision on Bitcoin. He stays the course. Like Cathie Wood, he looks at the horizon. Not the rearview mirror.
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