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If you ask most people how they feel about the coming year, you're likely to get an optimistic response.

GSR's Toe Bautista is among those who believe cryptocurrencies can continue their upward momentum, especially as they could benefit from some of the success that artificial intelligence is currently enjoying as a story in the world.

But he has some concerns about artificial intelligence.

“I think recently, there's been a little bit of hesitation about how sustainable this latest move is, which is clearly demonstrated by artificial intelligence. I think, as with cryptocurrencies, we're being overambitious (about how) quickly these narratives will take shape.” into executable products.

For Battista, this could set up 2025 for “one of the biggest bubbles we've seen probably since the dot-com era with AI.”

“You have components of the largest companies in the world that are spending billions and billions of dollars on computing. You have AI research labs that say we've basically solved human-level logic, and we expect business to be dramatically impacted. And you've also seen, on the macro side, that inflation It's still high but I think the biggest thing the markets are trying to figure out right now is how to weigh all of this stuff.

Quite simply: there needs to be more revenue or profits reported, not just billions of dollars Funding rounds. Demand and supply should appear more balanced.

If Bautista is right, it doesn't necessarily mean the bubble will burst next year. However, when this happens, there is a risk that cryptocurrencies may be affected. To follow our take on the AI ​​story, Bautista listens to Empire host Santiago Santos, who... Suggested Nvidia Monitor. Bautista explained that the company is the "first barometer" of the amount of capital flowing into artificial intelligence.

This doesn't mean Bautista isn't optimistic about AI, he just thinks some caution is needed. Bautista is the first to admit he may be out on the field, but that doesn't stop him from being a little skeptical.

Cryptocurrencies' exposure to AI, at least for now, could be beneficial. Take a look at how AI coins have jumped in the past few months, for example.

"It's very symbiotic to the asset class of AI. AI, the asset class, is probably one of the biggest growth stories of the last couple of decades, if not the biggest," he said.

How's that for cautious optimism?

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