
The episode discusses Bitcoin's market cycles, diminishing returns, and recent developments in AI and mining stocks.
We zoom out on Bitcoin’s five year chart to make sense of the cycle, the pullbacks, and why returns may keep shrinking while the upside can still be huge. Then we walk through the week’s biggest AI and mining stock headlines and what they signal about power, compute demand, and long term execution. • Bitcoin cycle phases and the case for zooming out • Diminishing returns across cycles and realistic bull market targets • Dollar cost averaging habits and why patience matters&n...
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