Citrini AI report points to gloomy future for everything — but these two assets

Group 1 - The report indicates that advancements in AI could lead to significant job losses in white-collar sectors and a decline in consumer spending, potentially destabilizing economies [1] - The Federal Reserve is expected to respond to economic downturns by cutting interest rates or increasing the money supply, similar to actions taken during the COVID-19 pandemic [2] - Bitcoin is anticipated to rise in value due to increased money supply and concerns over currency debasement [2] Group 2 - Stablecoins are highlighted as a key digital asset, as they provide a convenient payment method for autonomous computer programs, or agents, that require faster and cheaper transaction options [3] - The Citrini report suggests a significant increase in "agentic commerce," linking the future of stablecoins with AI advancements [5] - In 2025, stablecoins saw a substantial increase in supply, adding $103 billion to reach a total of $300 billion by October [6] Group 3 - Stocks for major payment companies like Mastercard and Visa dropped approximately 5% following the report, indicating market concerns over the impact of AI on traditional payment systems [4] - Jack Dorsey's payments firm Block announced a 40% reduction in workforce, attributing the layoffs to advancements in AI [4] - Stripe has made significant investments in stablecoins, including a $1 billion acquisition of Bridge and the incubation of a blockchain optimized for stablecoin activity [5][6]