比特幣（BTC）和黃金（XAU）是兩個最好的AI戲劇，Macro Guru Luke Gromen相信

盧克·格羅門（Luke Gromen）認為，比特幣（BTC）和黃金是希望在潛在經濟上發揮作用的投資者的兩個最佳資產

Renowned macro analyst Luke Gromen is naming the two assets that he believes will benefit the most from the economic fallout of artificial intelligence (AI).

著名的宏觀分析師盧克·格羅門（Luke Gromen）命名了他認為將從人工智能（AI）經濟影響中受益最大的兩個資產。

In a new video, Gromen tells his 36,500 YouTube subscribers that he anticipates AI will spark a banking crisis as the technology gains the ability to perform tasks that are typically carried out by humans.

在新視頻中，格羅門（Gromen）告訴他的36,500個YouTube用戶，他預計AI將引發銀行危機，因為該技術具有執行通常由人類執行的任務的能力。

According to Gromen, AI will ultimately displace jobs and hinder wage growth, leading to a surge in souring consumer loans.

根據格羅門的說法，AI最終將取代就業機會並阻礙工資的增長，從而導致消費者貸款的激增。

“Once AI makes enough progress, then, in theory, the deflationary impulses will start to weigh not just on consumer loan delinquencies but then by extension the banking system. So it’s unclear to me how fast that daisy chain of events will be processed and flow through the system.

“一旦AI取得了足夠的進步，從理論上講，通縮衝動將不僅在消費者貸款拖欠的情況下開始權衡，而且會擴展到銀行系統。因此，我還不清楚雛菊事件鏈將被處理並流過系統的速度有多快。

From there, it becomes a ‘yes’ or ‘no’ question I think that’s fairly simple to answer, which is will policymakers stand aside and let the deflation on wages and jobs cause a banking crisis via consumer loans, etc., or will they step in and act to effectively start preserving the banking system by growing their balance sheets.

從那裡開始，我認為這是一個“是”或“否”問題，這很容易回答，這是決策者站在一邊，讓工資和工作的通貨緊縮通過消費者貸款等導致銀行業危機，或者他們會介入並採取行動，通過增加資產負債表來有效地維護銀行系統。

I think we all know the answer to that question.”

我認為我們都知道這個問題的答案。”

Gromen predicts that central banks will intervene and bail out the banking system once again via monetary debasement. He believes that Bitcoin and gold will soar as soon as policymakers print money to rescue banks from defaulting.

格羅門（Gromen）預測，中央銀行將通過貨幣貶低再次干預和救助銀行系統。他認為，一旦決策者印刷資金來挽救銀行免於違約，比特幣和黃金就會飆升。

“I think gold and Bitcoin are the two best, cleanest AI plays paradoxically. Because ultimately the deflation that AI is going to bring in is going to force consumer loan defaults and then ultimately significant money printing as central banks are really going to have no choice but to fully reserve consumer debt and maybe other forms of debt in my view.”

“我認為黃金和比特幣是兩種最好的，最乾淨的AI矛盾的是。因為最終，AI將帶來的通貨膨脹將迫使消費者貸款違約，然後最終造成大量的貨幣印刷，因為中央銀行確實別無選擇，只能全力保留消費者債務，也許還有其他形式的債務。透明

At time of writing, Bitcoin is trading for $101,300.

在寫作時，比特幣的交易價格為101,300美元。