U.S. government debt has approached $40 trillion. Bitwise Chief Investment Officer Matt Hougan recommends holding both AI stocks and Bitcoin simultaneously to hedge against two opposing economic scenarios. If Treasury Secretary Scott Bessent succeeds in boosting growth through AI, tech stocks are expected to soar, with spectacular gains like +224.97% for Micron and +108.80% for AMD year-to-date. If reforms fail and inflation is used to reduce the debt, Bitcoin would serve as a safe haven, having already demonstrated resilience with a powerful V-shaped rebound in August after falling 33% in the first half of the year.
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