107: AI Crash Math

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 What We Are by The Doerfels