On February 28, a forward-looking AI report published by Citrini caused market fluctuations this week. The report depicts a rather pessimistic scenario: if AI technology becomes highly advanced, many white-collar jobs could be replaced, consumer spending would decline, and the overall economy would be affected. Analysts believe that once the economy faces pressure, the Federal Reserve might intervene by cutting interest rates or expanding the money supply.
Kaiko analyst Laurens Fraussen pointed out that the market usually views Bitcoin as a hedge against currency devaluation. When liquidity expectations rise, Bitcoin prices tend to be supported. In this context, Bitcoin and stablecoins have become focal points following the report’s release.
The report also emphasized that as “agent” programs become widespread, software that autonomously performs tasks will require low-cost, instant settlement payment methods. Analysts believe that stablecoin payments based on Solana or Ethereum layer-2 networks, with low fees and quick transfers, could become the infrastructure for AI agent trading. Some investors have already positioned themselves early, causing traditional payment company stocks to come under pressure.
Stripe co-founder John Collison stated that the combination of stablecoins and artificial intelligence could trigger a new wave of agent economy, highlighting the role of blockchain in payment systems. The stablecoin supply surged to $300 billion in 2025 but slowed down after entering 2026, indicating a market adjustment phase.
Meanwhile, Bitcoin recently rebounded from $62,900 to around $66,000 amid U.S. geopolitical and trade disputes but still faces short-term downward pressure. Industry insiders suggest that if speculative enthusiasm wanes and funds return to infrastructure development, Bitcoin’s long-term value and the practical applications of stablecoins could become key factors in market reassessment.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Bitcoin Tests Key Resistance: Is a Fifth Wave Drop Coming?
_Bitcoin trades at $66827 near $68500 resistance with 507M ETF inflows as traders monitor 60000 support and fifth wave risk._
Bitcoin is testing a critical resistance zone after stabilizing above multiweek support. Traders are assessing whether the move signals continuation or another leg
LiveBTCNews4m ago
U.S. Bitcoin Spot ETF saw a net outflow of $206.6 million in February
BlockBeats News, March 1st, according to Farside Investors monitoring, U.S. Bitcoin spot ETFs experienced a net outflow of $206.6 million in February. Among them:
· FBTC outflow of $277.6 million; GBTC outflow of $169.9 million; IBIT outflow of $150.4 million;
· BTC inflow of $198.3 million; BITB inflow of $114.4 million.
GateNews14m ago
Bitwise: Bitcoin investors need to hold for at least 3 years to avoid losses, with nearly a 50% chance of loss from short-term trading
Analysis by Bitwise Asset Management shows that holding Bitcoin for at least three years reduces the probability of loss to 0.70%, and five years lowers it further to 0.2%. In comparison, investors holding for less than three years face a higher risk of loss. The current Bitcoin price is around $65,000, but investors holding for three to five years still have a 90% unrealized profit.
GateNews23m ago
Bitcoin Did Not Crash Because of Jane Street, Galaxy Research Says - U.Today
Alex Thorn from Galaxy Research dismissed claims that Jane Street caused Bitcoin's price crash, labeling such theories as "Twitter cope." He argued that negativity from Wall Street about Bitcoin is misguided but real, emphasizing the lack of incentive for Jane Street to suppress prices.
UToday25m ago
Ethereum's first-quarter return is currently -32.17%, and Bitcoin's is -23.21%.
Odaily Planet Daily reports that according to Coinglass data, Bitcoin's first quarter 2026 return is currently at -23.21%, marking the third-lowest quarterly return since 2013, well below the historical first quarter average return of 45.90%. Additionally, Ethereum's first quarter 2026 return is currently at -32.17%, the third-lowest record since 2016, far below the historical first quarter average return of 66.45% and the median return of 4.37%.
GateNews39m ago
Bitcoin on-chain NFT transactions sharply contracted, with February sales dropping below $25 million, marking the lowest record since March 2023.
In February 2026, Bitcoin on-chain NFT sales amounted to approximately $24.44 million, setting the lowest monthly record, with a trading volume of 50,854 transactions; meanwhile, Ethereum on-chain NFT sales rebounded to over $200 million, reaching a new monthly high, with a trading volume of 152,632 transactions.
GateNews1h ago
