$BTC selling is occurring on the OKX and Binance futures markets. https://t.co/tTbqE0AGz1
$BTC selling is occurring on the OKX and Binance futures markets. https://t.co/tTbqE0AGz1
Excluding OKX, there is no selling pressure on $BTC.
Even amidst the caos situation, investor selling remains limited.
In particular, there is no selling in the spot market except for OKX. They are holding strongly. https://t.co/JpKeH5DlzM
⚡️ AI Firm's Power Deal Poses Challenge for Bitcoin Miners
Anthropic has signed a multi-gigawatt compute deal with Google and Broadcom for next-generation TPU capacity starting in 2027, according to CoinDesk. The agreement adds to rising demand from AI companies for cheap electricity, a key resource also used by $BTC miners.
Welcome Back to The Hurdle Rate.
Episode 53: Bitcoin, AI and The New QE
The crew is back this week discussing the growing risks around the US debt crisis and what it could mean for markets. They then explore how AI is rapidly disrupting the startup economy, before diving into debasement and how to think about portfolio construction in this environment. Finally, they debate what types of non-Bitcoin companies could still be attractive going forward. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.
0:30 - Welcome Back to The Hurdle Rate
2:15 - US Debt Crisis
18:07 - AI Disruption in The Startup Economy
31:28 - Debasement & Portfolio Construction
45:04 - Which Type of Non-Bitcoin Company Would Even Be Attractive Now?