Citrini Research published a new article featuring a scenario where artificial intelligence transforms the 2028 economy. This fictional macro memorandum depicts a future where AI realizes its productivity promises: Companies increase profits with staff cuts, S&P 500 approaches 8000, and Nasdaq exceeds 30,000. However, when laid-off workers stop spending, demand collapses, companies turn to more AI creating a vicious cycle, and the economy turns into “ghost GDP”: Production explodes on paper but wages melt away, restaurants and retail gasp for air.
Agentic commerce changes payment rails. Source: Citrini ResearchCitrini Report: Ghost GDP Scenario
In the housing market, $13 trillion in mortgages are shaken by the unemployment rate surging to 10.2%, S&P drops 40-60% from its peak. AI agents manage payments with stablecoins on cheap, high-volume chains like ETH detailed analysis and Solana, bypassing Visa and Mastercard’s 2-3% commission networks and undermining traditional processors. Wealth inequality soars, asset owners win.
Bitcoin 1 Million Dollar Prediction and Institutional Holders
Bitwise advisor Jeff Park states that Bitcoin reaches 1 million dollars. The article, written in February 2026, resonated widely on X. Recent developments highlight MicroStrategy CEO Michael Saylor’s strategy: Marketing preferred shares while basing Bitcoin purchases on common shares. Turkish company Net Holding (NTHOL.IS) ranks 74th among the largest institutional holders with 352 BTC, supporting the BTC rise in the scenario.
60% Drop in ETH Price and Bitmine Loss
ETH fell to 1.864,49 dollars, losing 60% value over the last six months (-4.03% daily). Bitmine’s estimated 8.8 billion dollar unrealized loss makes the report’s economic collapse scenario realistic. Although RSI at 30,30 is in oversold territory, the downtrend continues.
| Level | Price | Score | Distance |
|---|---|---|---|
| S1 Support | 1.747,80 | 71/100 ⭐ | -5,86% |
| S2 Support | 1.826,83 | 68/100 ⭐ | -1,61% |
| R1 Resistance | 1.884,05 | 85/100 ⭐ | +1,47% |
| R2 Resistance | 2.109,60 | 63/100 ⭐ | +13,62% |
Agentic Commerce Transformation in ETH and Solana
AI agents accelerate stablecoin payments on platforms like ETH futures, sidelining Visa. Supertrend bearish, pressure above EMA 20: 2.084$. This strengthens the crypto payment rails foreseen in the report; Solana’s high TPS integrates with ETH.
Risk and Opportunity Analysis for ETH Investors
In the scenario, ETH shines as a payment network but the short-term downtrend is risky. S1 1.747$ strong support; if broken, 1.600$ could be tested. ETH can recover with BTC dominance, RSI giving oversold signal. Institutional entries like Net Holding highlight BTC, and ETH in agentic commerce.
Impact of AI Economy on ETH and BTC
Citrini’s vision aligns with 2026 data: ETH losses reflect ghost GDP, BTC as store of value. Investors should follow BTC detailed analysis.
Source: https://en.coinotag.com/ai-ghost-economy-eth-and-btc-rise
