Uploaded June 2026 | Updated September 2026, 1 week ago

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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.

Chapters:
00:00:00 107: AI Crash Math
00:00:15 AI Bubble Reality Check
00:01:42 IPO Showdown Incoming
00:04:52 Data Center Economics
00:10:37 Rate Hike Threat
00:14:43 Oil Reserves and Inflation
00:18:27 Bitcoin Versus AI Stocks
00:24:03 Strategy and Treasury Moves
00:28:16 Clarity Act Drama
00:31:01 Iran Crypto Seizure
00:33:38 Strategic Reserve Returns
00:37:58 Summer of Sats
00:39:03 Boost Roundup
00:43:01 Market Mania and Gold
00:46:16 Pomp and Price Cycles
00:48:20 Tom Lee’s Bitcoin Case
00:53:18 Summer of Stack