The AI Trade is About to Become the Bitcoin Trade

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Издатель Aug 2, 2026

AI may transform civilization and still vaporize mountains of investor capital along the way.

In this video, I break down the historic AI capex arms race, the growing pressure on free cash flow, the $2.4 trillion hurdle-rate problem, and why even a 1% rotation from the Magnificent Seven equals more than 20 years of new Bitcoin issuance.

AI manufactures abundance. Bitcoin preserves scarcity. Eventually, capital figures out the difference.

For educational purposes only. This is financial analysis, not financial advice.

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