Bitcoin Alpha Timestamp: The Fundamental Haven't Changed
FEB 9, 202628 MIN
Bitcoin Alpha Timestamp: The Fundamental Haven't Changed
FEB 9, 202628 MIN
Description
<p>Bitcoin's price hit the 50s this week, but the fundamentals tell a different story. As AI investment explodes above $600 billion annually, agents are already using Bitcoin as internet-native money.</p>
<p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p>
<p>In this episode:</p>
<ul>
<li>Why the fear and greed index hit historic lows (lower than COVID and FTX)</li>
<li>How AI agents are using Bitcoin Lightning wallets and signing into websites</li>
<li>$600+ billion hyperscaler CapEx spend creating fundamental Bitcoin tailwinds</li>
<li>Hash rate difficulty adjustment working as designed (11.15% downward adjustment)</li>
<li>Why Bitcoin isn't a hedge yet but is building toward becoming one</li>
</ul>
<p>TIMESTAMPS: 00:00:00 - Price volatility and fundamental value 00:01:25 - Fear and greed index hits historic lows 00:04:10 - AI agents using Bitcoin Lightning wallets 00:06:02 - $600 billion hyperscaler CapEx explosion 00:12:42 - AI race implications for monetary policy 00:14:30 - Hash rate correction and mining profitability myths 00:18:23 - Bitcoin's unique bits-to-atoms connection 00:22:46 - Difficulty adjustment working as designed 00:24:48 - Why Bitcoin isn't a hedge yet 00:27:01 - Knowledge distribution and early adoption</p>
<p>SUBSCRIBE › Newsletter (free): <a href="https://tftc.io/bitcoin-brief/›">https://tftc.io/bitcoin-brief/›</a> YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a></p>
<p>FOLLOW US › X: <a href="https://x.com/tftc21›">https://x.com/tftc21›</a> Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a></p>
<p>FOLLOW MARTY › X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a></p>
<p>PARTNERS › Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a></p>
<h1 id="tftcmartybentaiagentshyperscalershashrate">TFTC #MartyBent #AIagents #hyperscalers #hashrate</h1>