Tether CEO Paolo Ardoino warned this December 18, 2025, about the significant impact of the AI bubble in Bitcoin for the coming year. During his participation in a specialized podcast, the executive noted that the cryptocurrency maintains a dangerous correlation with traditional markets today. The leader of the world’s largest stablecoin foresees global financial turbulence caused by the technology sector.
Likewise, Ardoino explained that large corporations are currently investing astronomical figures in data infrastructure and massive energy centers globally. However, this overexposure of capital toward artificial intelligence could generate a negative domino effect on volatile digital assets soon. The close relationship between Wall Street and the crypto ecosystem will determine the direction of international prices.
On the other hand, Tether’s official spokesperson clarified that he does not expect drastic 80% corrections as seen in past cycles. This is because the growing adoption by governments and pension funds provides unprecedented institutional stability for the market. The end of the era of extreme price drops seems to have arrived thanks to investor maturity.
Impact of the technology sector on the liquidity of digital assets
In addition, the executive expressed notable optimism regarding the tokenization of real-world assets, popularly known as RWA within the industry. Ardoino considers that the digitization of raw materials and financial securities will be a fundamental pillar for the sector in 2026. The transformation of traditional markets through massive digital instruments will drive a new phase of global economic growth.
However, the outlook for the European continent seems to be much less encouraging according to recent statements from Tether’s director. Paolo Ardoino was critical of the MiCA regulation, arguing that Europe often legislates on innovations that it does not yet deeply understand. The lack of technological vision in the region could stagnate the development of modern and competitive financial solutions.
How will the bursting of the tech bubble influence the price of Bitcoin?
Regarding companies dedicated exclusively to digital treasury management, Ardoino expressed a quite cautious and less bullish stance for the future. The CEO emphasized that these firms must possess a real and sustainable operating model to thrive in the long term. Efficiency in commercial operations will be the differentiating factor to survive the coming liquidity crises.
Finally, he highlighted the role of Twenty One as a company that combines financial services with a robust Bitcoin treasury. The future of the industry will depend on finding a balance between original decentralization and the growing institutionalization of the market. The coming year will be decisive in defining the independence of digital assets from technological trends.
