107: AI Crash Math

107: AI Crash Math

From This Week in Bitcoin by Chris Fisher

June 3, 2026 · 58 min · Episode 107

About this episode

The episode discusses the current state of Bitcoin amidst the challenges posed by AI in the market.

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…

People in this episode

Host: Chris Fisher

Topics covered

  • Bitcoin
  • AI
  • market analysis
  • investment strategies
  • crypto regulation
  • inflation
  • financial news

Keywords

  • Bitcoin
  • AI
  • market cap
  • investment
  • inflation
  • Michael Saylor
  • crypto regulation
  • ETF
  • productivity

Sponsors

River, The Bitcoin Well, The Bitcoin Company, Fold Card, SALT Lending

Mentioned in this episode

Organizations: DWS, Coindesk, JPMorgan, MIT, Yardeni Research

Places: US, Japan, U.K.

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