Bitcoin matters far more than AI because it solves money printing, the most important economic problem there is. The Fed created $3 trillion of new dollars in 13 weeks, and without sound money there is no reliable power or any of its downstream benefits. x.com  x.com 

Bitcoin benefits as the risk of creating gold through alchemy has entered public consciousness. That perceived threat to gold's scarcity supports a long Bitcoin position as a persistent theme. x.com 

Bitcoin's inability to reverse hacks makes decentralization a weakness as AI threats outpace security. Tether halted $1.8B from the Binance hack, showing the value of intervention; exploits take minutes, patches days or weeks. AI may be a greater threat to crypto than quantum, which Bitcoin has made effectively no progress on. New highs look increasingly distant without a Core-governed quantum-proof roadmap; quantum alone leaves today's elliptic curves under five years. x.com 

Bitcoin and crypto still make up a small share of global assets, so rising penetration should ramp up demand from both humans and AI agents, bringing higher prices and faster-moving capital. x.com 

Bitcoin's quantum risk is manageable because its network could probably be upgraded in about 90 days when quantum technology is eventually created. There is no real substantive threat to the network, and upgrading now would increase the attack layer. x.com 

Bitcoin's failure to decouple from AI leaves it at risk around the coming big hyperscaler earnings week. That linkage is worrying enough to prompt a 'timber' warning. x.com 

Historic debt levels and currency debasement make Bitcoin's role as a store of value more important than ever, countering Jason Calacanis's call to sell it. x.com 

Bitcoin's supply and institutional buyer base are tightening, while an AI-hacking challenge failed to breach its security. A wallet funded with 100 BTC remained untouched after months of public challenge; fewer than 900,000 BTC remain to be mined, and Fidelity bought $24.5 million for its ETF. Senator Hagerty says the US will hold its 200,000 BTC and wants to buy more. x.com  x.com  x.com  x.com 

Bitcoin's best days may be behind it, since the major Bitcoin miners are all selling AI compute rather than managing a blockchain, which can't be a good sign. GPUs have a much more important role in AI compute. Despite endless promises of use cases, gold is probably still easier to use than Bitcoin in most places, and stablecoins are hardly a convincing answer to what the space has built of value, raising the question of the point of a monetary system that can't really be used. x.com  x.com 

Bitcoin is the answer for anyone whose business or balance sheet is being outcompeted by faster technology. AI is concentrating gains in about seven companies, so everyone else needs to think about their balance sheet the way Michael Saylor did when he saw his business as a melting ice cube he could not defend against Microsoft and chose Bitcoin. AI brings speed and crypto the guardrails; Bitcoin represents the other side of friction as AI disrupts bureaucracies. feeds.fountain.fm