107: AI Crash Math
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Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment Bitcoin starts telling the truth before the market is ready to hear it.
Episode Links
- 🇺🇸 Buy Sats on River - The best way to stack in the US
- 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform
- ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning
- 🏦 Fold Card - Pay bills Stack Sats
- 💵 SALT Lending - Get access to your BTC Value w/out Selling
Show Notes
- BIP-110 expected fork time bitnod.es
- Strategy Sold 32 Bitcoin… And That's A Good Thing.
- MSTR News: Michael Saylor's Strategy sold 32 BTC for $2.5 million in late May
- Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
- Bitcoin ETFs Bleed $2.8B In Record 9-Day Outflow Streak | ZeroHedge
- AI productivity: not a miracle yet - DWS
- Markets have overestimated AI-driven productivity gains, says MIT …
- Inflation data suggests Fed should be hiking rates, not cutting them …
- Fed's Cook says inflation is moving in the wrong direction, but she's …
- Morning Briefing - 2022 • Yardeni Research
- 'Enormously naive': Major US bank leader hits out at Biden's LNG …
- Bond Markets Are Bullying Japan and the U.K. One Has the Right …
- The issue with crypto regulation is 'the lack of clarity', says …
- Coindesk's Emily Parker on crypto's big sell-off
- Strategy's Michael Saylor says selling bitcoin to fund …
- Michael Saylor Says Just 2% Bitcoin Growth Covers MicroStrategy's …
- JPMorgan CEO Jamie Dimon slams CLARITY Act, signals bank …
- JPMorgan CEO Goes Nuclear On CLARITY Act, Calling Coinbase's …
- Senate's crypto drama comes to a head | Semafor
- Banks Sound Alarm As Senate Pushes High-Stakes Stablecoin Bill …
- How the US managed to seize $500M of crypto from Iran
- US Seizes $1 Billion in Cryptocurrency from Iran | Phemex News
- Strategy CEO: Bitcoin's headwinds turning to tailwinds - FOX One
- Mark Cuban Sold Bitcoin—Strategy CEO Says He Simply Found …
- Bitcoin: The Four Year Cycle Is Not Dead : r/intothecryptoverse
- Bitwise CEO Says Four-Year Crypto Cycle Is Dead : r/CryptoCurrency
- Bitcoin crash: Bitwise CIO cites 'the four-year cycle' for losses
- Bitcoin 4-year cycles explained - Fidelity Investments
- AI Capex Is Propping Up the U.S. Economy — But What Happens …
- How AI spending is impacting the U.S. economy
- Ex-CIA official arrested after $40M in gold bars allegedly found …
- Former CIA official accused of stealing $40M in gold bars - WBAL-TV
Music