TL;DR:
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.
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.
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.
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