AI May Be the Biggest Bull Case for Bitcoin | Joe Consorti

In this episode, Nik welcomes back Joe Consorti, a TBL veteran who helped build The Bitcoin Layer in its early days, for a conversation on bitcoin, AI, and the next phase of markets. Joe explains why bitcoin has lagged equities, why the four-year cycle may be breaking, and why AI could become one of the biggest long-term bull cases for bitcoin. He also breaks down the volatile macro setup ahead, from war-driven oil inflation and higher rates to the AI capex boom, asset price inflation, and why bitcoin may be uniquely positioned as an asset that cannot be disrupted in the AI era. The Bitcoin Layer and its guests do not provide investment advice.