AI + Crypto: The Next Big Shift #112
From Crypto Options Unplugged by Deribit Exchange
May 22, 2026 · 1h 8m · Season 1 · Episode 112
About this episode
The episode discusses macroeconomic factors affecting crypto markets and features an interview with Max Gokhman on the intersection of AI and digital assets.
In this episode of Crypto Options Unplugged, Imran and David break down the macro forces driving crypto markets before diving into a deep conversation with Max Gokhman, Head of Artificial Intelligence and Digital Assets at Franklin Templeton. The team explores how geopolitical tensions, elevated oil prices, inflation expectations, bond market volatility, and central bank policy uncertainty are tightening liquidity and weighing on risk assets. They also debate whether markets are overpricing rate hike risks and what a higher inflation / steady Fed environment could mean for equities, Bitcoin, and broader crypto.The conversation then shifts to AI, where they debate whether the current AI boom is a sustainable secular trend or the early stages of a speculative bubble. Key themes include hyperscaler infrastructure spending, semiconductor demand, monetisation risks, and whether all major AI players can justify current valuations.In the featured interview, Max Gokhman shares his macro investing background and explains why Franklin Templeton is leaning into the convergence of AI and digital assets. The discussion covers institutional adoption, tokenisation, blockchain infrastructure…
People in this episode
Hosts: Imran, David
Guest: Max Gokhman
Topics covered
- macro forces driving crypto markets
- geopolitical tensions
- AI and digital assets
- institutional adoption
- crypto regulation
- market risks
Keywords
- crypto markets
- AI boom
- inflation
- central bank policy
- blockchain
- digital assets
- institutional adoption
Mentioned in this episode
Organizations: Franklin Templeton, Deribit FZE
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