Quantum Panic, the Death of the Four Year Cycle, and AI Hype with Guy Swann

About this episode

The episode discusses AI hype, Bitcoin's market dynamics, and the implications of quantum computing.

AI hype and Anthropic’s “Claude Mythos,” Bitcoin vs software stocks, whether the four-year cycle is dead, MicroStrategy accumulation, Iran accepting Bitcoin for transit-related payments, quantum computing risk, Bitcoin self-custody and payment rails, Morgan Stanley’s Bitcoin ETF launch.

People in this episode

Guest: Guy Swann

Topics covered

• AI hype
• Bitcoin
• quantum computing
• four-year cycle
• MicroStrategy
• self-custody
• Bitcoin ETF

Keywords

• AI hype
• Bitcoin
• quantum computing
• four-year cycle
• MicroStrategy
• self-custody
• Morgan Stanley ETF
• Iran Bitcoin payments

Mentioned in this episode

Organizations: MicroStrategy, Morgan Stanley, Anthropic

Places: Iran

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