ADOPT INFRASTRUCTURE

“The core issue they are pointing to is the infrastructure cost. If the cost of building out the servers, the power grids and the massive data centers for AI outpaces the actual dollars and cents it generates in revenue, the math simply stops working. It becomes a black hole for capital.”

“Bitcoin is a reality. It is a valuable computer science tool as a pro power projection, and, outside of the economic formulation of it, it has got really important computer science applications for cybersecurity.”

“Private equity firms are lending billions of dollars to AI start-ups entirely outside the purview of traditional banking regulators. If one major AI start-up defaults on that private debt because their models don't generate the promised revenue, the contagion in that unregulated debt market could be incredibly rapid and entirely opaque until it is far too late.”

“He went on to describe Bitcoin as a peer to peer zero trust transfer of value.”

“When you buy a tech stock at a massive premium, you're basically buying the promise of huge profits 10 or 15 years in the future. But if interest rates are high today, the mathematical value of those future profits shrinks drastically. When Capital Economics says inflation is sticky, they are saying the easy money era is over, which means the justification for these astronomical tech valuations evaporates.”

“It is critical infrastructure and something America needs to lead in.”

“Last August, Jason Lowry, a former US Space Force officer and author of Software, was appointed special assistant to the commander of US Indo Pacific Command.”

“The very next day, admiral Papparro confirmed that the US military is running a Bitcoin node and conducting operational tests to secure and protect networks using the Bitcoin protocol.”

“Bitcoin shows incredible potential as a, as a computer science tool that through the proof of work protocols is a it actually imposes more cost than just the algorithmic securing of networks and our ability to operate.”

“They are stating that the AI-fueled stock market bubble is going to burst starting right now in 2026. Their thesis is that starting in 2026, those spectacular gains are going to unwind precipitously because rising interest rates and a higher, stickier inflation rate will essentially act as gravity on these sky-high equity valuations.”

“Bridgewater Associates has executed a massive portfolio pivot that completely contradicts the mainstream narrative. We are talking about cutting their holdings in Meta by over 46 percent, alphabet position by 40 percent, and they even cut Microsoft by 10 percent. These are the companies that completely defined the 2024 and 2025 bull run.”