I found a very interesting perspective I saw on how AI could impact the macroeconomic landscape in the coming years. Basically, the reasoning is that productivity gains from artificial intelligence could end up creating deflationary pressures in the economy. And when that happens, policymakers tend to expand the money supply to combat deflation.

If this scenario actually unfolds, the implications for Bitcoin would be quite significant. The projection I saw points to BTC reaching around $11 million per coin by the first quarter of 2036. To put it into perspective, that would mean a market capitalization of approximately $2.3 quadrillion, an absolutely enormous figure.

To understand the scale, this $2.3 quadrillion capitalization would represent about 12% of all global financial assets. Today, Bitcoin accounts for only 0.2% of that pie. In other words, we’re talking about a monumental shift in the asset’s importance within the global financial system. The projection assumes a 7% annual growth in global wealth, which is a plausible scenario considering productivity driven by AI.

What’s interesting is that this logic makes sense: if AI causes deflation, central banks need to inject more money into the economy. With more money circulating and Bitcoin maintaining its fixed supply, upward price pressure would be inevitable. Of course, this is a long-term projection and many variables could change, but it’s a scenario worth monitoring, especially with AI transforming economic productivity so radically.