Foreign media reports that venture capitalist Anthony Pompliano recently put forward a clear market perspective: in the next twenty years, the two types of assets most worth holding simultaneously are Bitcoin and AI. This judgment is not based on short-term market trends, but rather on the ongoing increase in U.S. debt pressure.
U.S. debt is regarded as the main focus.
Pompliano believes that the expansion of the U.S. debt scale is becoming an important variable affecting financial markets. The article mentions that by September 2026, U.S. debt had exceeded $40 trillion, and annual interest payments had also surpassed $1 trillion.
In his view, there are roughly two paths to take at the policy level: either to dilute debt through a more relaxed monetary environment and higher inflation, or to bet on economic expansion in the hope that growth will alleviate fiscal pressures. Bitcoin and AI correspond to these two scenarios respectively.
Bitcoin as a hedge against inflation, AI benefits from growth
According to Pompliano, if the United States ultimately chooses to absorb its debt through higher inflation, Bitcoin will become the main beneficiary asset. This is because its supply cap is fixed, making it more likely to be seen as a store of value when the purchasing power of money weakens.
Another scenario is that policymakers turn to promoting growth by leveraging technological advancements to increase productivity. In this case, AI will become a more direct beneficiary, especially in areas such as computing power, chips, and infrastructure, which may be among the first to receive capital investment.
Two types of assets are considered complementary.
The report also mentioned that Bitwise's Chief Investment Officer, Matt Hougan, expressed a similar view, believing that there is no need to make one-sided bets between these two types of assets, and it is possible to allocate them simultaneously.
The market performance in 2026 listed in the article shows that these two types of assets do have certain complementary characteristics at different stages. During the mid-year period when the Federal Reserve maintained its tightening policies, Bitcoin once fell by 33%, but some semiconductor stocks showed a clear strength during the same time period. Among them, Micron saw a year-on-year increase of 224.97%, and AMD rose by 108.80%.
In late August, as the AI sector experienced a pullback, Bitcoin saw a relatively strong rebound. Foreign media believes that this rotational relationship is one of the main reasons for the validity of this combination logic.
