Tether’s
Ardoino spoke during an appearance on the Bitcoin Capital podcast, co-hosted by Bitfinex
$520.58M
He suggested the so-called AI bubble stems from major investments in AI infrastructure. He noted that companies are pouring funds into data centers and energy systems powered by graphics processing units.
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The executive framed a scenario in which shifts in sentiment toward AI in 2026 could cause issues across US stock markets and, in turn, affect Bitcoin.
Even so, he expressed confidence that catastrophic setbacks, such as the 80 % crashes observed in 2022 or 2018, are less likely in the future. Ardoino highlighted demand from pensions and governments as stabilizing forces for Bitcoin.
Despite optimism about tokenization and institutional adoption, Ardoino raised concerns about excessive institutional control over Bitcoin.
Regarding digital asset treasury (DAT) firms, Ardoino stressed that they should also deliver operational services. He mentioned Twenty One, a Tether-backed Bitcoin enterprise, as an example of a firm that blends treasury strength with business functionality.
A group of Bitcoin proponents and crypto fund managers recently urged faster development of quantum‑resistant signature technology. What did they say? Read the full story.
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