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Andy, founder of blockchain podcast The Rollup, said BTC could be one of the biggest beneficiaries if the U.S. government steps in to support AI companies.
In a post on X, Andy argued that AI is a core sector for U.S. national security and technological innovation, giving the government broad scope to support major AI companies. Andy said large-scale liquidity injections could begin soon, adding that as more liquidity enters the market, BTC and other real assets may benefit while enthusiasm for AI-related investments cools. Andy added that while short-term volatility should be expected, BTC has already bottomed against stocks and could significantly outperform tech stocks over the coming months to one year.