Tether CEO says AI bubble is Bitcoin’s biggest risk in 2026

Tether CEO Paolo Ardoino stated during the Bitcoin Capital podcast that the biggest potential risk for Bitcoin by 2026 stems from a theorized AI bubble causing stock market instability due to excessive infrastructure spending by AI companies. Ardoino believes Bitcoin remains too correlated with capital markets to avoid this impact. However, he does not foresee sharp 80% corrections like those seen in 2022, given increasing adoption by pension funds and governments. He remains bullish on Bitcoin and the massive potential of real-world asset (RWA) tokenization, though he cautioned against too much institutionalization of Bitcoin. Conversely, Ardoino expressed a very bearish view on Europe's innovation in the crypto space, criticizing its regulatory approach under MiCA, and was also not bullish on crypto treasury companies that lack strong operational businesses.

(Source：Cointelegraph)