Topics: News Commentary, News
**Nico Moran** (0:00)
The two most powerful men on the planet just sent the most bullish Bitcoin signal of the decade. CPI is in, and it is down to 3.4%.
The machine is celebrating a fake number that they altered being over 50% above their target rate. Rate-high gods have plummeted, and Trump's latest move is telling you to get prepared for massive money printing and hot inflation. Inflation-adjusted capital gains aren't the only thing on the menu for Bitcoin either. The Orange Man's own company just scooped up a few thousand Bitcoin. No biggie. BlackRock has been a buy-in. And Larry Fink just uttered one of the most bullish sentences I've ever heard.
**SPEAKER_2** (0:43)
We're going to have to raise trillions of dollars over the coming years.
**Nico Moran** (0:46)
That's right, trillions and trillions are coming. History is starting to align, and it's insanely bullish. How bullish? Well, how does a humble 330% rally sound? Welcome back and buckle up. We got a big show today.
Send it.
**SPEAKER_2** (1:07)
Having your money in a bank account is one of the worst financial decisions of a lifetime.
And so trying to get more and more people to grow with their country and to invest side by side, that is the only way we are going to broaden economic success. We are not going to be able to broaden economic success only by wages, because wages in this AI world are not going to grow as fast as the potential of the AI growth and the potential and capital that is going to be invested in these investments will outperform. We're going to have to raise trillions of dollars over the coming years.
**Nico Moran** (1:45)
And Larry Fink just said they're going to need trillions of dollars for the AI build out. And having money in a bank account is for the differently abled. Do you know what that means? It means big print. The biggest f**king print of our lives. Because they're going to need trillions more. On top of that, just to paper over some other major problems. We got a lot to dive into. Don't forget to smash the like. It helps give us a pamp in the algos. And don't forget to subscribe if you're new. So you get the best in Bitcoin news delivered to you daily for free. It's a win-win. Now, here we go. Let's take a little trip back in time. Bitcoin Conference 2025 in Las Vegas. I remember sitting in the room while JD Vance was giving his speech at the B&B. There was a lot of us in there. And typically, we were just socializing, not paying attention. But since, you know, we had an episode coming up, I was like, well, let me pay attention. Maybe there's something I can grab, put in, you know, tomorrow's show.
Sure enough. And I don't know, not too many people picked up on it.
He didn't outright say it, but he did everything but outright say it. JD Vance basically said the US was going to nationalize AI. I also believe in the episode, like, right after the conference, I said that or the second one.
Either way. But if you take that into consideration, a lot of this makes a lot more sense, because I don't think we're looking at some natural economic decision to build out all these AI data centers, etc. It's more of a military operation reminiscent of the Manhattan Project, but 100,000x more capital intensive. And you can look at those numbers. It's insane. And you should take a look at Dante's last episode for this AI bubble. And while AI is a bit of a horror show and can or could be used to subjugate the human race, if we simply put on our fear porn blinders, we can see the bullishness from the trees.
**SPEAKER_3** (3:41)
Because you can invest in anything. And I think that's what's going to happen over time. And that's the beauty of Bitcoin.
It's the way that I connect it back. That people that try to separate Bitcoin from crypto are making a mistake. People that are trying to say, well, Bitcoin is a scam on the TradFi side. And I'm like, well, Bitcoin is the sum of the ecosystem right now of crypto. But eventually it will be the sum of the ecosystem of tokens. And all things will be tokens. So Bitcoin becomes the sum of every asset that you have in some framework. And at the end of the day, that's really what the S&P 500 is. If you ask anyone that invested in 2010, their biggest mistake was not investing in the S&P 500 If you invested in Venture, if you invested in Alt, and you add up the 15 years, almost nothing is beating the S&P 500 Nothing is beating the NASDAQ. So you may have for three months, for six years, for nine years, but once you got to 2022, all of these things have kind of worked out that no assets are actually beating not only Bitcoin, but they weren't beating the S&P 500 They certainly weren't beating the NASDAQ. And I think over time, you'll see the NASDAQ and S&P start to give up the ghost to Bitcoin. And that has been the moment that I thought would be the acceleratory point is once AI gets there. And that's why I say the purest AI trade is the only thing that AI can't destroy. The only thing it can't destroy is Bitcoin, in my opinion.
12 more minutes of transcript below
Thousands of transcripts fetched by people building searchable podcast archives
Try it now — copy, paste, done:
curl -H "x-api-key: pt_demo" \
https://spoken.md/transcripts/1000651996090
Works with Claude, ChatGPT, Cursor, and any agent that makes HTTP calls.
From $0.10 per transcript. No subscription. Credits never expire. Prices exclude VAT, added at checkout for EU customers. Not what you expected? Email us within 14 days with 20 or fewer credits used and we refund the pack in full.
Using your own key:
curl -H "x-api-key: YOUR_KEY" \
https://spoken.md/transcripts/YOUR_EPISODE_ID