Four consecutive red months

Sentiment worse than Mt. Gox.

M2 divergence at historic levels.

And yet, bitcoin fundamentals have never been stronger.

Meanwhile Elon says the singularity has already begun, and governments won't be able to print enough to offset what's coming.

This week we welcome back Cam Doody (Brickyard VC) to connect the dots between AI deflation, self-replicating robots, stablecoins, and why bitcoin may be the only rational savings vehicle in a post-singularity world.

Chapters:

02:10 - The Bitcoin Paradox: Everything We Wanted Except Price 11:32 - The Stablecoin Legislation Battle 21:05 - Elon Musk & The Singularity Prediction 27:16 - Why Washington Only Wants to Talk Stablecoins 36:42 - "SaaS Is Dead" - The AI Disruption of Software 44:43 - The Purpose Economy: Finding Fulfillment Beyond Work 52:49 - Compressing Innovation Cycles 57:48 - The Ticking Clock on Monetizing Ones and Zeros 1:09:12 - Bitcoin as the "Leash" on AI: The Yin and Yang Thesis 1:12:29 - SpatialGen & The Future of Virtual Experiences