AI-Driven Job Risks and Monetary Policy Could Boost Bitcoin

Bitcoin prices are often driven by real interest rates, global liquidity and risk appetite. NYDIG Global Head of Research Greg Cipolaro sees AI as a general-purpose technology akin to electrification. Its significance lies not in directly changing Bitcoin, but in how employment, growth and central-bank policy reshape asset pricing. The report gave no price target or estimate for the scale of any government support.

In a report published on February 27, 2026, NYDIG said liquidity from central-bank rate cuts and fiscal expansion could support Bitcoin if AI-related layoffs weaken wages and demand. Block announced plans that same week to cut about 40% of its workforce, while Goldman Sachs estimated AI could affect up to 7% of U.S. workers. Conversely, productivity gains that push real yields higher would weigh on valuations.