AI getting expensive → $BTC becoming the alternative capital exit

$BTC just kissed $80k yesterday, +20% on the week

Meanwhile: NVIDIA AI servers facing 15%+ price hikes due to memory costs

Two markets repricing scarcity at the same time

Money's getting tired of AI's tab
AI needs chips, memory, power, data centers — every step forward = fatter invoice

$BTC? Just sitting there with fixed scarcity, waiting for capital to flow in

One burns endless capex to scale compute
The other just… exists

Both fighting for the same thing: a spot on the next balance sheet