The emergence of DeepSeek AI, a low-cost artificial intelligence, could have a significant impact on the dynamics of the financial market, including Bitcoin and risk assets. According to Standard Chartered, this technology could reduce inflation and benefit Bitcoin in the medium and long term.
Impact on Cryptocurrencies, Investors, and the Global Economy
1️⃣ Bitcoin as a refuge against AI: While DeepSeek AI lowers costs and pressures certain sectors, Bitcoin strengthens as an asset not linked to AI.
2️⃣ The Federal Reserve plays its card: The expectation about interest rates influences Bitcoin. A more flexible tone from the Fed could push its price above $105,000.
3️⃣ Rise of institutional funds: Money from large investors continues to flow into BTC, and a massive influx is expected in 2025, tripling current demand.
4️⃣ Bitcoin ETF: the sleeping giant: Currently, only 1% of the value of BTC ETFs comes from pension funds, leaving immense growth potential.
5️⃣ Geopolitical risks as a catalyst: Global conflicts or economic crises could spike demand for Bitcoin as a safe haven.
6️⃣ AI and inflation: an unexpected relationship: If DeepSeek AI reduces costs and lowers inflation, the Fed could maintain neutral rates, favoring liquidity and thus the growth of Bitcoin.
7️⃣ The battle between AI and decentralization: While AI concentrates in large corporations, Bitcoin represents decentralized resistance, attracting investors seeking financial independence.