Cathie Wood said AI-driven agent commerce could lift demand for Bitcoin and especially stablecoins as software agents begin handling purchases, payments and other financial transactions without human intervention. She said Bitcoin is stabilizing relative to gold and argued that fast, programmable payment rails could become more important as AI takes on a larger role in economic activity, increasing the case for blockchain-based systems alongside traditional banking infrastructure. Wood also said last week's U.S. employment figures were not as weak as expected, but contended the balance of risks has shifted toward deflation. She has linked that view to softer inflation data, a 5.6% U.S. fiscal deficit, a potential rise in the DXY index to 102.6 and the prospect of lower oil prices adding to disinflationary pressure.