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