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AI is doing something most people don't understand. It makes businesses more efficient. More output. Less cost. That's deflationary. The new Fed Chair sees it. If rates fall while AI accelerates productivity... Bitcoin, stocks, and risk assets could enter a completely different phase.

Merlijn The Trader

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36,179 просмотров • 4 месяцев назад •via X (Twitter)

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🚨KEVIN WARSH CALLS AI "SHORTHAND FOR AMERICAN INGENUITY" The new Fed Chair called AI the most important economic shift of his lifetime. He warned it "is not going to be easy" but said the Fed sees productivity-led growth as something to embrace, not fear.

🚨KEVIN WARSH CALLS AI "SHORTHAND FOR AMERICAN INGENUITY" The new Fed Chair called AI the most important economic shift of his lifetime. He warned it "is not going to be easy" but said the Fed sees productivity-led growth as something to embrace, not fear.

Coin Bureau

29,316 просмотров • 3 месяцев назад

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.

Merlijn The Trader

715,911 просмотров • 4 месяцев назад

Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

Daniel

897,705 просмотров • 5 месяцев назад

Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.

Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.

Daniel

155,304 просмотров • 4 месяцев назад

📁 Marc Andreessen, co-founder of Andreessen Horowitz, says AI coding is not replacing programmers; it is turning them into “AI vampires”. Who work more, sleep less, and produce far more. The blind spot is that productivity is now outrunning comprehension. At scale, software becomes something people summon faster than they can understand or control.

📁 Marc Andreessen, co-founder of Andreessen Horowitz, says AI coding is not replacing programmers; it is turning them into “AI vampires”. Who work more, sleep less, and produce far more. The blind spot is that productivity is now outrunning comprehension. At scale, software becomes something people summon faster than they can understand or control.

Jon Hernandez

35,413 просмотров • 5 месяцев назад

BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.

BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.

Crypto Tice

969,979 просмотров • 5 месяцев назад

BLACKROCK SAYS THE REAL FED STORY ISN'T INTEREST RATES Most investors are asking: "Will rates go up or down?" BlackRock is asking a different question: "Will the Fed keep supporting markets with liquidity?" That may end up being more important for stocks and Bitcoin than the next rate cut.

BLACKROCK SAYS THE REAL FED STORY ISN'T INTEREST RATES Most investors are asking: "Will rates go up or down?" BlackRock is asking a different question: "Will the Fed keep supporting markets with liquidity?" That may end up being more important for stocks and Bitcoin than the next rate cut.

CryptosRus

21,372 просмотров • 3 месяцев назад

🚨 WARNING: SOMETHING VERY BAD JUST HAPPENED. The Fed is now projected to hike rates by 25 BPS in October. And if you think this doesn’t matter for global markets... Just a few months ago, 2026 was supposed to be the year of RATE CUTS. Now the market is pricing in another HIKE. Yet somehow, stocks are still sitting near all-time highs. Something doesn’t make sense: → Oil is above $100. → Diesel prices are near record highs. → Inflation is still sticky. → Rates are already restrictive. And now the Fed could tighten AGAIN. So why hasn’t the market cracked yet? Because one thing is still holding everything together: THE AI BOOM. And this is what most people are missing. AI isn’t only pushing stocks higher. IT IS GIVING THE FED MORE ROOM TO STAY AGGRESSIVE. Massive AI spending keeps growth strong while a small group of mega-cap stocks continues carrying the indexes. As long as that continues, the Fed has less pressure to back off. The setup is simple: AI boom → growth stays strong → inflation stays sticky → rates stay higher → another hike becomes possible. Now add: $100+ oil → higher energy costs → more inflation pressure → even less room for cuts. October or December isn’t the important part. The direction is. Months ago: RATE CUTS. Now: NO CUTS → HIKE → POSSIBLY ANOTHER HIKE. The market can handle this while AI keeps carrying it. The real danger starts when AI finally cracks. If those stocks roll over while rates are still rising and inflation remains hot, the market loses the ONE thing absorbing all that pressure. Then things can get ugly very fast: AI cracks → indexes fall → liquidity disappears → forced selling begins. And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. → Stocks. → Metals. → Bitcoin. That’s the part most people aren’t prepared for. And that’s exactly where the next real buying opportunity could appear. I’m not scared of the dump. I’M WAITING FOR IT. I’ve been trading markets for 15+ years. When the liquidation starts and I see the level actually worth buying, I’ll post it here like I always do. Turn notifications on. You’ll want to come back to this chart later.

🚨 WARNING: SOMETHING VERY BAD JUST HAPPENED. The Fed is now projected to hike rates by 25 BPS in October. And if you think this doesn’t matter for global markets... Just a few months ago, 2026 was supposed to be the year of RATE CUTS. Now the market is pricing in another HIKE. Yet somehow, stocks are still sitting near all-time highs. Something doesn’t make sense: → Oil is above $100. → Diesel prices are near record highs. → Inflation is still sticky. → Rates are already restrictive. And now the Fed could tighten AGAIN. So why hasn’t the market cracked yet? Because one thing is still holding everything together: THE AI BOOM. And this is what most people are missing. AI isn’t only pushing stocks higher. IT IS GIVING THE FED MORE ROOM TO STAY AGGRESSIVE. Massive AI spending keeps growth strong while a small group of mega-cap stocks continues carrying the indexes. As long as that continues, the Fed has less pressure to back off. The setup is simple: AI boom → growth stays strong → inflation stays sticky → rates stay higher → another hike becomes possible. Now add: $100+ oil → higher energy costs → more inflation pressure → even less room for cuts. October or December isn’t the important part. The direction is. Months ago: RATE CUTS. Now: NO CUTS → HIKE → POSSIBLY ANOTHER HIKE. The market can handle this while AI keeps carrying it. The real danger starts when AI finally cracks. If those stocks roll over while rates are still rising and inflation remains hot, the market loses the ONE thing absorbing all that pressure. Then things can get ugly very fast: AI cracks → indexes fall → liquidity disappears → forced selling begins. And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. → Stocks. → Metals. → Bitcoin. That’s the part most people aren’t prepared for. And that’s exactly where the next real buying opportunity could appear. I’m not scared of the dump. I’M WAITING FOR IT. I’ve been trading markets for 15+ years. When the liquidation starts and I see the level actually worth buying, I’ll post it here like I always do. Turn notifications on. You’ll want to come back to this chart later.

DANNY

59,068 просмотров • 22 дней назад

WHY AI WILL MAKE BITCOIN MORE VALUABLE THAN EVER Elon Musk has argued that AI-driven productivity gains will make nearly everything we want abundant and push prices toward zero. For goods like software, he is absolutely right. But in a world of extreme abundance, scarcity becomes even more valuable. When capital is constantly deflating because goods and services get cheaper, it must flow somewhere. Bitcoin is the only asset with absolute, provable scarcity. As AI turns productivity into an infinite resource, Bitcoin becomes a financial black hole, absorbing excess capital and preserving value in a way nothing else can. Even in a deflationary world, Bitcoin protects purchasing power because it cannot be reproduced or inflated away. AI makes abundance inevitable and Bitcoin is what makes saving possible in that world.

WHY AI WILL MAKE BITCOIN MORE VALUABLE THAN EVER Elon Musk has argued that AI-driven productivity gains will make nearly everything we want abundant and push prices toward zero. For goods like software, he is absolutely right. But in a world of extreme abundance, scarcity becomes even more valuable. When capital is constantly deflating because goods and services get cheaper, it must flow somewhere. Bitcoin is the only asset with absolute, provable scarcity. As AI turns productivity into an infinite resource, Bitcoin becomes a financial black hole, absorbing excess capital and preserving value in a way nothing else can. Even in a deflationary world, Bitcoin protects purchasing power because it cannot be reproduced or inflated away. AI makes abundance inevitable and Bitcoin is what makes saving possible in that world.

Bitcoin News

43,426 просмотров • 8 месяцев назад

The demand for AI is skyrocketing—and America is running out of power. Enter Alberta, with its abundant natural gas and a visionary premier. I’m raising $70 billion to build the world’s most cost-efficient and high-performance AI data center. Hyperscalers like Tesla, Microsoft, and Google need it, and we’re making it a reality. This is how you lead the AI revolution. 🔗 Learn more at:

The demand for AI is skyrocketing—and America is running out of power. Enter Alberta, with its abundant natural gas and a visionary premier. I’m raising $70 billion to build the world’s most cost-efficient and high-performance AI data center. Hyperscalers like Tesla, Microsoft, and Google need it, and we’re making it a reality. This is how you lead the AI revolution. 🔗 Learn more at:

Kevin O'Leary aka Mr. Wonderful

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🚨 THE FED IS ABOUT TO MAKE THE MARKETS EVEN WORSE 9 OF 12 FOMC MEMBERS NOW SUPPORT A 25-BPS RATE HIKE IN SEPTEMBER EVERYONE WAS WAITING FOR RATE CUTS INSTEAD, THE FED CHAIR IS CALLING FOR HIGHER RATES AS BOND YIELDS RISE AND FEARS OF AN AI BUBBLE GROW THIS IS THE LAST THING BITCOIN AND RISK ASSETS NEEDED

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Leshka.eth ⛩

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Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.

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