It's 1999 All Over Again. Wall Street Doesn't See It. | Peter St. Onge

Show Notes

Peter St Onge joins the show to break down why Bitcoin is stuck in a crab walk while AI sucks up the market hype. They dig into whether Nvidia and the AI semis are in a dot com style bubble, how AI will gut white collar workers while fueling a blue collar renaissance, and what Fed governor Kevin Warsh means for interest rates, inflation, and the housing market. STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Peter on X: https://x.com/profstonge Peter’s Substack: https://www.profstonge.com/ Download Bitkey Today and use my promo code TFTC to get 10% off the new Bitkey. This episode has been sponsored by Bitkey. https://bitkey.world/ Aven https://www.aven.com/bitcoin Lygos https://lygos.finance/ CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc 0:00 - Intro 0:48 - Bitcoin Sentiment and Fundamentals 5:59 - AI Bubble and Valuation 11:06 - AI Technology and Impact 15:35 - AI vs Dot Com Era 22:37 - AI and National Security 26:06 - Political Realignment Rising 32:53 - Kevin Warsh and Fed Policy 40:21 - Housing and Interest Rates 44:59 - AI and Labor Markets 54:42 - US Economy and Policy 1:00:11 - No More Bailouts Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ #bitkeypartner 20#24 - Bitkey & Aven 31#26 - Lygos & SOTE