TL;DR:
- Simon Gerovich, CEO of Metaplanet, states that Bitcoin will become the reserve asset adopted by major corporations as AI expands.
- Gerovich warns that AI-driven automation will erode governments’ tax base, which will respond with monetary expansion.
- The executive argues that AI agents will bypass banks and traditional payment networks to operate directly with digital assets.
Simon Gerovich, CEO of Japanese investment firm Metaplanet, argued that Bitcoin will become the primary reserve asset for major corporations as artificial intelligence redefines the global economy. His statements came in response to a viral post projecting a 38% drop in the S&P 500 from its highs by June 2028, alongside an unemployment rate that could exceed 10% in the same period.
The Impact of AI on Economic Equilibrium
Gerovich argued that the gains from the AI-driven productivity boom flow almost entirely to the owners of computing capacity and capital, rather than to labor or governments. In that regard, he warned that every company holding cash or bond reserves is maintaining a position in a system whose tax base is evaporating, and whose inevitable response will be monetary expansion.
This dynamic, according to the executive, accelerates the development of a transition that was already underway. Companies that fail to redirect their reserves toward Bitcoin will face growing exposure to the depreciation of traditional capital, with no instruments to offset the erosion of value.
Bitcoin as a Reserve for Machines
Gerovich noted that AI agents have no bank accounts and no brand loyalty. As automatic optimization systems advance, financial transactions will migrate from card networks and banks toward blockchain technology, because that architecture is the one that is functional for a machine.
In that scenario, AI agents will not store the value they generate in money market funds. According to Gerovich, they will opt for digital capital, and Bitcoin in particular. For the Metaplanet CEO, major corporations will have few alternatives: as macroeconomic vulnerabilities deepen, accumulating Bitcoin will cease to be a strategic decision and become a structural necessity.
