The AI infrastructure boom has become one of history's largest financing experiments—nearly $3 trillion in total infrastructure spend, over $1 trillion of it debt-financed. The entire buildout hinges on one bet: that the next wave of AI demand will dwarf the current one.
The math doesn't require AI to fail outright. It only needs to grow slower than expected. When debt-fueled promises start to strain, the historical playbook is predictable: more debt, more liquidity, more printed money.
$BTC remains the only asset in this equation with a fixed supply—no one can print more of it.
The math doesn't require AI to fail outright. It only needs to grow slower than expected. When debt-fueled promises start to strain, the historical playbook is predictable: more debt, more liquidity, more printed money.
$BTC remains the only asset in this equation with a fixed supply—no one can print more of it.