What Forces Are Pulling Bitcoin Down?

Show Notes

Bitcoin is down while gold and commodities fly, so what’s actually driving the gap? We break down crypto contagion, leverage unwind, and shifting narratives, then zoom out to why chasing what’s pumping is a trap and what the AI era could mean for Bitcoin's future. Timestamps [00:00:00] Bitcoin down, commodities up [00:01:10] Crypto contagion hypothesis [00:02:20] "Digital gold" stress-tested by gold rally [00:04:50] Beyond store of value: payments, daily use, AI commerce [00:06:20] Narrative/attention rotation and the AI magnet [00:10:20] Thesis discipline vs momentum chasing [00:17:20] Unknown unknowns: quantum risk and AGI tail scenarios [00:19:50] New money thought experiments: immaculate conception, distribution, two economies 🎧 From the PBJ podcast recorded at 📍Presidio Bitcoin 🔗 Full episode: https://youtube.com/live/0iBG0F98ZN8?feature=share 🌐 Learn more: https://www.presidiobitcoin.org/