How should Bitcoin and AI assets be allocated under the 2026 economic rebound expectations?

【BlockBeats】An interesting viewpoint has been circulating in the financial circle. A well-known investment firm founder recently issued an annual outlook, giving a quite aggressive prediction for 2026. Her core logic is as follows: under the combined effects of policy easing, tax cuts, and AI-driven deflation, the US economy is expected to rebound from years of suppression.

What does the data say? Productivity growth could surge to 4%-6%, and inflation might even turn negative. It sounds a bit exaggerated, but there is inherent rationality behind this forecast.

So, how should assets be allocated? This investor’s judgment is worth pondering. Gold is already at historically extreme levels, while Bitcoin, due to its fixed supply and low correlation with traditional assets, has become an important choice for medium- to long-term allocation. As for the AI investment boom, it is indeed unprecedented in scale, but the real gains may not come from the underlying computing power competition, but from the commercialization of applications.

Overall, this logic reinforces a core theme—asset revaluation driven by technology. In an era where AI and crypto assets evolve in parallel, cross-market participation and flexible allocation are becoming increasingly important. What do you think of this prediction?