Bitcoin

The 54% consensus that AI gains will spread across the G20 supports a longer-term 'AI productivity dividend' narrative that could eventually lift risk assets globally, but the 32 economists flagging African exclusion highlights a widening divergence in the global economy—a theme that favors developed-market tech and AI-linked equities over frontier markets. For crypto, the AI-crypto intersection (decentralized compute, AI agent tokens) remains a niche narrative that could gain traction if AI diffusion accelerates.

A Financial Times survey of 94 economists found that 54% expect AI's gains to spread across the G20 over the next decade, not just the US and China, while 32 economists see African countries falling behind.

FT Poll of 94 Economists Finds 54% See AI Gains Spreading Across the G20

The FT's 'AI spreads across G20' consensus is quietly pricing in a multi-trillion-dollar sovereign compute race that will make Bitcoin's hashrate look like a rounding error — and the real crypto trade is positioning for post-AI 'trustless verification' demand, not AI tokens.