Why Bitcoin Just Became the Ultimate Safe Haven

Market Trends & Investment Opportunities - Bitcoin is great because it's still only a $2 trillion asset, suggesting potential for growth compared to gold and stock markets [1][28] - The digital economy for financial rails is growing, requiring investors to focus on it more [21][24] - Regulatory clarity bills for crypto are expected to encourage Wall Street to enter the industry, potentially leading to significant innovation [25][26] - The crypto market cap has passed $4 trillion, with expectations of significant growth over the next three years [25] - AI is considered a deflationary event, with the market viewing inflation targets as less relevant [26] Monetary Policy & Economic Impact - Fed independence is in question, potentially impacting future market cycles [12][17] - The administration needs lower rates to help people, suggesting potential pressure on the Fed [22] - The US debt has significantly increased, distorting the economy and leading to a situation resembling a Ponzi scheme [24] - Liquidity cycles tend to be violent down and violent back up [2] - There is a demographic shift towards a gambling culture, impacting investment trends [26] AI Arms Race & Technological Disruption - A truce between China and the US in the AI arms race is leading to faster development [31] - Electricity is the primary constraint on AI development [31] - US data center demand is driving earnings for companies, indicating a massive buildout [31] - AI is slowing hiring in some sectors, requiring individuals to adapt and become entrepreneurial [32] - AI tools empower individuals and can be used to build businesses quickly [41]