
BTCBeagle
986 posts












I sat down with @jvisserlabs to discuss: - the recent weakness from hyperscalers - the rise of open source models - what the Mythos/Fable 5 situation means for governments and investors - Kevin Warsh's first Fed press conference - where inflation is actually headed - why bitcoin is still in a bear market YouTube: youtu.be/qezOp08hwPQ?si… Apple: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/episode/2kY4iZ… TIMESTAMPS: 0:00 - Intro 0:57 - AI pivot & hyperscaler weakness 5:47 - Open source models & US vs China AI race 7:19 - Token demand, Jevons Paradox & AI adoption trends 14:22 - When does the CapEx spending become a problem? 17:59 - Open source vs closed AI models — who wins long term? 19:25 - Agency & what it means for individuals 24:34 - Is AI & energy the only thing holding the market up? 28:32 - Kevin Warsh's first Fed press conference 31:36 - Inflation outlook & next CPI print 37:44 - Why so many Americans feel trapped & real cost of living 44:51 - Bitcoin bear market & what needs to change







BREAKING: A U.S.-Iran deal "is now complete" and the U.S. blockade on the Strait of Hormuz is ending, President Trump says. The two sides are expected to meet for a signing ceremony on Friday, June 19, in Switzerland, Pakistani Prime Minister Shehbaz Sharif said. cbsn.ws/4fHvaK9



SPACEX IPO MAKES ELON MUSK WORLD'S FIRST TRILLIONAIRE

Those who celebrate @elonmusk's $1 trillion fortune need to be reminded of a simple and vital truth: That there is a fundamental tension between extreme wealth and the very possibility of democracy.














