Video Description
FULL EPISODE: youtu.be/J7ze_lMKbZM
Scott Melker and Jeff Booth are making the case that the AI trade is still expanding but heading toward one of the most spectacular bubble pops in financial history — and when it does, Bitcoin is the only place to be. Booth's argument is devastating in its simplicity: the marginal cost of a line of code is zero, the marginal cost of AI creating more code is zero, so the capex can never be paid back. Everything is being repriced by Bitcoin whether the market knows it yet or not, and the rotation has already begun for anyone paying attention.
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