比特币（BTC）和黄金（XAU）是两个最好的AI戏剧，Macro Guru Luke Gromen相信

卢克·格罗门（Luke Gromen）认为，比特币（BTC）和黄金是希望在潜在经济上发挥作用的投资者的两个最佳资产

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).

著名的宏观分析师卢克·格罗门（Luke Gromen）命名了他认为将从人工智能（AI）经济影响中受益最大的两个资产。

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.

在新视频中，格罗门（Gromen）告诉他的36,500个YouTube用户，他预计AI将引发银行危机，因为该技术具有执行通常由人类执行的任务的能力。

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

根据格罗门的说法，AI最终将取代就业机会并阻碍工资的增长，从而导致消费者贷款的激增。

“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取得了足够的进步，从理论上讲，通缩冲动将不仅开始权衡消费者贷款犯罪，而且会扩展到银行系统。因此，我还不清楚雏菊事件链将被处理并流过系统的速度有多快。

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.

从那里开始，我认为这是一个“是”或“否”问题，这很容易回答，这是决策者站在一边，让工资和工作的通货紧缩通过消费者贷款等导致银行业危机，或者他们会介入并采取行动，通过增加资产负债表来有效地维护银行系统。

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

我认为我们都知道这个问题的答案。”

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.

格罗门（Gromen）预测，中央银行将通过货币贬低再次干预和救助银行系统。他认为，一旦决策者印刷资金来挽救银行免于违约，比特币和黄金就会飙升。

“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.”

“我认为黄金和比特币是两种最好的，最干净的AI矛盾的是。因为最终，AI将带来的通货膨胀将迫使消费者贷款违约，然后最终造成大量的货币印刷，因为中央银行确实别无选择，只能全力保留消费者债务，也许还有其他形式的债务。透明

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

在写作时，比特币的交易价格为101,300美元。