AI Is Either Bitcoin's Biggest Threat or Its Greatest Catalyst. Here's the Case for Both.

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Story Highlights* Chamath Palihapitiya argues AI could compress equity valuations severely.

  • Michael Saylor responded directly: if AI destroys every moat, capital rotates to Bitcoin.
  • Arthur Hayes says the mechanism is already in motion, and he is watching regional banks for the signal that forces the Fed to print.
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