Note sull'episodio
Description: Everyone’s calling it an AI bubble, but what if it isn’t? In this episode, we dig into why the AI boom might be the most misunderstood trend of this decade and how it’s rewriting the rules of the macro economy.
We’ll talk about:
- Why the “AI bubble” narrative is missing the bigger picture
- The data proving real demand behind the boom (33% surge, 38× compute growth)
- How liquidity, dollar strength, and financial conditions drive crypto cycles
- What Cycle 5 means for Bitcoin, stocks, and the next market rotation
Keywords: AI boom, macro environment, Bitcoin, crypto market, liquidity, M2, DXY, NFCI, PMI, financial conditions, business cycle, AI economy