After the AI Buildout, the AI Economy Will Run on Bitcoin Collateral | Eric Jackson

What this episode covers

Eric Jackson joins Joe Burnett to explain why he believes bitcoin could reach $50 million as AI agents transform global commerce and demand pristine digital collateral. They also discuss bitcoin’s recent underperformance, AI-powered market models, compounding through volatility, and why the next five years may be the most uncertain investing environment of our lifetimes.Timestamps:0:00 - Eric Jackson’s background in markets2:14 - Finding Carvana before the comeback3:01 - The OpenDoor trade and retail investor momentum3:40 - How Eric got interested in bitcoin and crypto6:26 - Building AI models before ChatGPT9:23 - Volatility, conviction, and long-term investing12:16 - Why Eric thinks bitcoin could reach $50 million17:01 - Bitcoin as the “other coin” of the AI trade17:28 - Why bitcoin has underperformed gold and AI stocks20:16 - Is the AI boom propping up the market?22:03 - What the world could look like in 204125:55 - AI, uncertainty, and the next five years28:47 - Kevin Warsh, interest rates, and bitcoin31:37 - Eric’s bitcoin stress indicator40:27 - Compounding through bitcoin volatility43:35 - Can markets be predicted with enough data?48:20 - How AI changed market analysis50:44 - Event Horizon IQ and AI-powered predictions54:15 - Final thoughts and where to follow Eric

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