Will the AI bubble affect Bitcoin? Tether executives' outlook on the 2026 market

【Crypto World】Tether executives recently made some interesting market observations. He believes that if the AI concept cools down, this wave of AI enthusiasm might impact the Bitcoin market before 2026—after all, Bitcoin’s correlation with traditional capital markets is still quite high, and changes in risk appetite can directly influence its trajectory.

However, he is not overly bearish. Unlike the 80% plunge in 2022, even if there is a real correction this time, the magnitude should be limited. Why? The market ecosystem has changed. The number of long-term holders has increased, the market structure has become more stable, and selling pressure won’t be as terrifying as before.

He is also quite optimistic about several directions. For example, the tokenization of real-world assets, which indeed has room for imagination. Regarding regulatory attitudes, he is somewhat pessimistic about restrictive policies in Europe. Additionally, he is cautious about crypto fund management companies that lack actual business support—such hollow operations definitely warrant vigilance.