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Everyone’s chasing AI stocks. @Saylor says that’s exactly why Bitcoin has been underperforming and why the setup gets interesting when the hot money rotates back. His take on the “AI summer” and when capital returns to Bitcoin. Don’t miss our full interview streaming now 👇🏼

Natalie Brunell ⚡️

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98,220 次观看 • 28 天前 •via X (Twitter)

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In this clip, @Saylor explains why Bitcoin stalled at $126k and never hit the higher prices forecasted for last year. What will it take for capital to rotate back into Bitcoin? Full interview streaming on all platforms.

In this clip, @Saylor explains why Bitcoin stalled at $126k and never hit the higher prices forecasted for last year. What will it take for capital to rotate back into Bitcoin? Full interview streaming on all platforms.

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Merlijn The Trader

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LYN ALDEN SAYS AI IS STEALING BITCOIN’S SPOTLIGHT “For a long time, Bitcoin was the fastest horse really that you could invest in.” But now AI and semiconductors are pulling capital away from bitcoin:native. When the AI trade cools off, capital will rotate back into Bitcoin.

LYN ALDEN SAYS AI IS STEALING BITCOIN’S SPOTLIGHT “For a long time, Bitcoin was the fastest horse really that you could invest in.” But now AI and semiconductors are pulling capital away from bitcoin:native. When the AI trade cools off, capital will rotate back into Bitcoin.

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Natalie Brunell ⚡️

543,138 次观看 • 29 天前

Everyone's asking why Bitcoin is lagging while the S&P prints all-time highs. Michael Saylor gave me the cleanest answer in Prague: "We're living right now in the summer of the AI bubble... $500 billion of capital is being lurped into the AI complex right now." His framing: a "massive AI black hole spinning through the system," pulling the marginal dollar into every hot AI deal instead of crypto. Nothing broke — the capital just found somewhere louder to go. What I respect is that he didn't leave it vague. He put a clock on it: "I think a lot of that hot money will come back into Bitcoin because Bitcoin is now undervalued" — capital rotating back around Q3, and by Q4 "things will be normalizing to our benefit." That's his call, not mine — but it's dated and testable, which is exactly why it's worth writing down. In six months we either see the rotation or we don't. His yardstick for "undervalued," for what it's worth, is the discount to the 200-week moving average — what he calls the "book value" of Bitcoin. A cleaner lens than the daily candle, whatever you make of the timing. Do you buy the AI-drain thesis — or is the lag telling us something more structural?

Everyone's asking why Bitcoin is lagging while the S&P prints all-time highs. Michael Saylor gave me the cleanest answer in Prague: "We're living right now in the summer of the AI bubble... $500 billion of capital is being lurped into the AI complex right now." His framing: a "massive AI black hole spinning through the system," pulling the marginal dollar into every hot AI deal instead of crypto. Nothing broke — the capital just found somewhere louder to go. What I respect is that he didn't leave it vague. He put a clock on it: "I think a lot of that hot money will come back into Bitcoin because Bitcoin is now undervalued" — capital rotating back around Q3, and by Q4 "things will be normalizing to our benefit." That's his call, not mine — but it's dated and testable, which is exactly why it's worth writing down. In six months we either see the rotation or we don't. His yardstick for "undervalued," for what it's worth, is the discount to the 200-week moving average — what he calls the "book value" of Bitcoin. A cleaner lens than the daily candle, whatever you make of the timing. Do you buy the AI-drain thesis — or is the lag telling us something more structural?

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301,973 次观看 • 3 年前

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

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260,248 次观看 • 28 天前

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87,263 次观看 • 4 个月前

CHARLES SCHWAB DIRECTOR OF EQUITY RESEARCH ON WHY BITCOIN IS LAGGING RIGHT NOW: "Bitcoin is a hedge against uncertainty. And I think the market right now is very certain about one thing: AI will absorb the next decade of capital, earnings growth, power demand, semiconductor demand, everything. And so the attention is shifting there." That is the whole explanation in two sentences. Bitcoin thrives when the future is unclear. Right now the market thinks it knows exactly what the next decade looks like. AI wins. Everything else waits. The moment that certainty cracks, Bitcoin is the first place uncertain capital runs. Uncertainty is not gone. It is just temporarily overshadowed.

CHARLES SCHWAB DIRECTOR OF EQUITY RESEARCH ON WHY BITCOIN IS LAGGING RIGHT NOW: "Bitcoin is a hedge against uncertainty. And I think the market right now is very certain about one thing: AI will absorb the next decade of capital, earnings growth, power demand, semiconductor demand, everything. And so the attention is shifting there." That is the whole explanation in two sentences. Bitcoin thrives when the future is unclear. Right now the market thinks it knows exactly what the next decade looks like. AI wins. Everything else waits. The moment that certainty cracks, Bitcoin is the first place uncertain capital runs. Uncertainty is not gone. It is just temporarily overshadowed.

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71,242 次观看 • 1 个月前

I sat down with Jordi Visser at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: Spotify: Apple: TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work

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44,385 次观看 • 5 个月前

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28,013 次观看 • 1 个月前

🔥 BULLISH: Michael Saylor expects capital flowing into AI giants like OpenAI, Anthropic, and SpaceX to eventually rotate back into Bitcoin, supporting a recovery in $BTC. Watch the full breakdown 👇

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Cointelegraph

122,750 次观看 • 20 天前

Saylor was asked why Bitcoin hasn’t been gaining the same momentum as stocks - and what catalyst could break the heavy resistance just above $80K. Michael Saylor answer was simple: “Really, the drivers for Bitcoin right now will be macro.” Loosening monetary policy, less trade-war tension, and easing geopolitical pressure would all be very good for Bitcoin. h/t Schwab Network

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