Bitcoin Is Already Telling You What Comes Next

The AI trade has absorbed nearly all available capital, but every bubble eventually reaches its limit. This breakdown explores why Bitcoin may be signaling the next major capital rotation, what happens when liquidity dries up, and why hard assets are getting sold today. If history rhymes, the biggest Bitcoin move may come after the AI euphoria ends.

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Chapters:
00:00 – Why the AI bubble may be near its end
00:57 – Lessons from the dot-com and housing bubbles
03:46 – The Fed intervention thesis after an AI crash
05:11 – Why capital could rotate from AI into crypto
07:17 – Bitcoin as the ultimate liquidity indicator
08:01 – Forced selling, AI spending, and market pressure
08:52 – Preparing for the next liquidity event
10:13 – Why Bitcoin weakness may be misunderstood
13:56 – The case for non-consensus Bitcoin investing
14:53 – Accumulating Bitcoin before capital rotates

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