Kevin's take: AI might kill the debasement trade.
If AGI + agents + robotics actually help governments outgrow their debt spiral, that's bearish for $BTC long-term.
Right now, $BTC's main thesis = governments can't fix their debt problem, so money printer goes brr forever.
But if AI productivity boom lets them grow out of it? The macro narrative shifts hard.
Not saying it happens tomorrow, but it's a real tail risk nobody's pricing in.
If AGI + agents + robotics actually help governments outgrow their debt spiral, that's bearish for $BTC long-term.
Right now, $BTC's main thesis = governments can't fix their debt problem, so money printer goes brr forever.
But if AI productivity boom lets them grow out of it? The macro narrative shifts hard.
Not saying it happens tomorrow, but it's a real tail risk nobody's pricing in.