Bitwise Recommends AI Stocks and Bitcoin for US Debt

As the US public debt approaches the $40 trillion mark, the Treasury Department is seeking ways to manage this burden. Bitwise Chief Investment Officer Matt Hougan suggests that investors hold AI-focused technology stocks alongside Bitcoin. This approach provides balance for the contrasting scenarios the US economy may face. In the first scenario, an increase in efficiency driven by AI is expected to strengthen the economy. In this case, chip, data processing, and infrastructure companies are anticipated to stand out. Since the beginning of the year, some technology stocks, such as Micron Technology, have risen by 224.97%, and AMD by 108.80%. In the second scenario, if economic growth falls short, the possibility of alleviating the debt burden through high inflation comes to the forefront. Hougan views Bitcoin as a fundamental crisis hedge. Bitcoin saw a 33% decline in the first half of 2026, reaching a local low, before recovering most of its losses with a V-shaped rebound. Hougan notes that during the summer months, the two assets balanced each other in portfolios. He emphasizes that Bitcoin may be necessary in a high inflation scenario. During periods of uncertainty, he expresses that holding both AI stocks and Bitcoin offers a more functional strategy for portfolios.

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