Notas del episodio
Description: The era of free money is over, and the shift is hitting crypto harder than most people realize. In this episode, we unpack why the market didn’t crash, it quietly suffocated. And why AI, not regulation, is the real force draining liquidity from crypto.
We’ll talk about:
- How the macro environment flipped overnight and killed the free-money cycle
- Why AI is absorbing nearly all global private investment and what that means for crypto
- The key signals showing the AI bubble is forming faster than anyone expected
- Our prediction for how the next cycle will evolve and which builders will survive the reset
Keywords: macro environment, crypto liquidity, AI bubble, free money era, Nvidia, Magnificent 7, market rotation, Bitcoin cycle, data cen ...