Cathie Wood：比特币和稳定币或成智能体商业转型最大受益者
PANews 8月9日消息，ARK Invest发文称，Cathie Wood在最新宏观分析中表示，比特币相对黄金正重新企稳，比特币和稳定币可能成为向智能体商业转型的两大受益者。她还认为，未来更大的风险是通缩而非通胀，尤其会影响未采用AI和生产力工具的公司；油价可能显著下跌，而当前AI资本开支并非泡沫，而是一场仍处早期阶段的技术革命。
Cathie Wood: Bitcoin and stablecoins may be biggest winners of agentic commerce transformation
ARK Invest reports Cathie Wood's latest macro analysis: Bitcoin is re-establishing its footing against gold, and Bitcoin and stablecoins may be the two biggest beneficiaries of the shift to agentic commerce. She sees deflation as a bigger risk than inflation going forward, particularly affecting companies not adopting AI and productivity tools.