Foreign media report that venture capitalist Anthony Pompliano recently put forward a clear market perspective: over the next two decades, the two most worthwhile assets to hold simultaneously are Bitcoin and AI. This assessment is not based on short-term market trends, but rather on the backdrop of continuously rising U.S. debt pressure.
U.S. debt is viewed as the mainline.
Pompliano believes that the growing size of U.S. debt is becoming a significant factor influencing financial markets. The article notes that by September 2026, U.S. debt had exceeded $40 trillion, with annual interest payments surpassing $1 trillion.
In his view, policy makers essentially face two paths: either dilute debt through a more accommodative monetary environment and higher inflation, or bet on economic expansion in the hope that growth will alleviate fiscal pressure. Bitcoin and AI correspond to these two scenarios, respectively.
Bitcoin hedges against inflation; AI benefits from growth
According to Pompliano, if the United States ultimately chooses to digest its debt through higher inflation, Bitcoin will become the primary beneficiary asset, as its fixed supply cap makes it more likely to be viewed as a store of value when purchasing power is eroded.
Another scenario is that policymakers shift toward promoting growth by leveraging technological advancements to boost productivity. In this case, AI would become a more direct beneficiary, particularly in areas such as computing power, chips, and infrastructure, which may be the first to attract capital investment.
Two types of assets are considered complementary.
The report also noted that Matt Hougan, Chief Investment Officer at Bitwise, shared a similar view, suggesting that the market does not need to make a one-sided bet on either asset class but can instead allocate to both simultaneously.
The article's market performance data for 2026 shows that the two asset classes exhibit certain complementary characteristics at different stages. During the period when the Federal Reserve maintained a tight monetary policy in mid-year, Bitcoin fell by 33%, while certain semiconductor stocks strengthened significantly during the same period, with Micron rising 224.97% and AMD up 108.80% for the year.
In late August, as the AI sector experienced a pullback, Bitcoin posted a stronger rebound. Foreign media believe this rotation relationship is one of the main justifications for the logic behind this pairing.