# AI Crash Math

URL: /show/this-week-in-bitcoin/107/
> Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment Bitcoin starts telling the truth before the market is ready to hear it.

- Show: [This Week In Bitcoin](/show/this-week-in-bitcoin/)
- Episode: 107
- Date: 2026-06-03
- Hosts: chris
- Duration: 00:58:19
- Audio: https://feeds.fountain.fm/40huHEEF6JMPGYctMuUI/items/BOO9ZUYrOSnz4xJnVtdL/files/AUDIO---DEFAULT---216a41b6-41cb-4f57-a3d4-492dc7a812e3.mp3


Transcripts: [application/x-subrip](https://feeds.fountain.fm/40huHEEF6JMPGYctMuUI/items/BOO9ZUYrOSnz4xJnVtdL/files/AUDIO---TRANSCRIPT---DEFAULT---SRT.srt)




### Episode Links

* 🇺🇸 [Buy Sats on River](https://partner.river.com/jupiter) \- The best way to stack in the US
* 🇨🇦 [The Bitcoin Well](https://www.bitcoinwell.com/jupiter) \- An amazing automatic self-custody Bitcoin platform
* ⚡ [The Bitcoin Company](https://app.thebitcoincompany.com/signup?ref=JUPITER) \- Spending your Bitcoin Via Lightning
* 🏦 [Fold Card](https://use.foldapp.com/r/XNHPXTFC) \- Pay bills Stack Sats
* 💵 [SALT Lending](https://borrower.saltlending.com/register?referralCode=GkPQdbqWG) \- Get access to your BTC Value w/out Selling

**Show Notes**

* [BIP-110 expected fork time ](http://bitnod.es/)[bitnod.es](http://bitnod.es)
* [Strategy Sold 32 Bitcoin… And That's A Good Thing.](https://bitcoinmagazine.com/bitcoin-for-corporations/strategy-sells-bitcoin-thats-good)
* [MSTR News: Michael Saylor's Strategy sold 32 BTC for $2.5 million in late May](https://www.coindesk.com/markets/2026/06/01/strategy-sold-32-btc-for-usd2-5-million-in-late-may-filing-shows)
* [Can the stockmarket swallow Anthropic, SpaceX and OpenAI?](https://www.economist.com/finance-and-economics/2026/06/01/can-the-stockmarket-swallow-anthropic-spacex-and-openai)
* [Bitcoin ETFs Bleed $2.8B In Record 9-Day Outflow Streak | ZeroHedge](https://www.zerohedge.com/crypto/bitcoin-etfs-bleed-28b-record-9-day-outflow-streak)
* [AI productivity: not a miracle yet - DWS](https://www.dws.com/en-us/insights/cio-view/charts-of-the-week/2026/ai-productivity-not-a-miracle-yet/)
* [Markets have overestimated AI-driven productivity gains, says MIT …](https://finance.yahoo.com/news/mit-economist-markets-overestimated-ai-140336307.html)
* [Inflation data suggests Fed should be hiking rates, not cutting them …](https://www.cnbc.com/video/2026/05/20/inflation-data-suggests-fed-should-be-hiking-rates-not-cutting-them-says-smbcs-joe-lavorgna.html)
* [Fed's Cook says inflation is moving in the wrong direction, but she's …](https://finance.yahoo.com/economy/policy/article/feds-cook-says-inflation-is-moving-in-the-wrong-direction-but-shes-looking-to-hold-rates-steady-204640710.html)
* [Morning Briefing - 2022 • Yardeni Research](https://archive.yardeni.com/morning-briefing-2022/)
* ['Enormously naive': Major US bank leader hits out at Biden's LNG …](https://www.upstreamonline.com/lng/-enormously-naive-major-us-bank-leader-hits-out-at-biden-s-lng-pause/2-1-1623973)
* [Bond Markets Are Bullying Japan and the U.K. One Has the Right …](https://www.wsj.com/finance/stocks/bond-markets-are-bullying-the-u-k-and-japan-one-has-the-right-defenses-808c7f36)
* [The issue with crypto regulation is 'the lack of clarity', says …](https://www.cnbc.com/video/2023/07/14/the-issue-with-crypto-regulation-is-the-lack-of-clarity-says-coindesks-emily-parker.html)
* [Coindesk's Emily Parker on crypto's big sell-off](https://www.cnbc.com/video/2021/05/19/coindesks-emily-parker-on-cryptos-big-sell-off.html)
* [Strategy's Michael Saylor says selling bitcoin to fund …](https://www.coindesk.com/markets/2026/05/11/a-big-nothing-burger-a-q-and-a-with-strategy-s-michael-saylor-on-selling-bitcoin)
* [Michael Saylor Says Just 2% Bitcoin Growth Covers MicroStrategy's …](https://finance.yahoo.com/markets/crypto/articles/michael-saylor-says-just-2-192500481.html)
* [JPMorgan CEO Jamie Dimon slams CLARITY Act, signals bank …](https://www.mitrade.com/au/insights/news/live-news/article-3-1766690-20260530)
* [JPMorgan CEO Goes Nuclear On CLARITY Act, Calling Coinbase's …](https://www.mexc.com/news/1119837)
* [Senate's crypto drama comes to a head | Semafor](https://www.semafor.com/article/05/14/2026/senates-crypto-drama-comes-to-a-head)
* [Banks Sound Alarm As Senate Pushes High-Stakes Stablecoin Bill …](https://finance.yahoo.com/markets/crypto/articles/banks-sound-alarm-senate-pushes-110023196.html)
* [How the US managed to seize $500M of crypto from Iran](https://finance.yahoo.com/video/how-the-us-managed-to-seize-500m-of-crypto-from-iran-162903620.html)
* [US Seizes $1 Billion in Cryptocurrency from Iran | Phemex News](https://phemex.com/ko/news/article/us-seizes-1-billion-in-cryptocurrency-from-iran-86651)
* [Strategy CEO: Bitcoin's headwinds turning to tailwinds - FOX One](https://www.fox.com/watch/clip/fmc-s1d3j1850foihqpt/strategy-ceo-bitcoin-s-headwinds-turning-to-tailwinds)
* [Mark Cuban Sold Bitcoin—Strategy CEO Says He Simply Found …](https://finance.yahoo.com/markets/crypto/articles/mark-cuban-sold-bitcoin-strategy-104648140.html)
* [Bitcoin: The Four Year Cycle Is Not Dead : r/intothecryptoverse](https://www.reddit.com/r/intothecryptoverse/comments/1tnrjre/bitcoin_the_four_year_cycle_is_not_dead/)
* [Bitwise CEO Says Four-Year Crypto Cycle Is Dead : r/CryptoCurrency](https://www.reddit.com/r/CryptoCurrency/comments/1oyjjw3/crypto_news_bitwise_ceo_says_fouryear_crypto/)
* [Bitcoin crash: Bitwise CIO cites 'the four-year cycle' for losses](https://www.cnbc.com/2026/02/10/bitcoin-crash-bitwise-cio-cites-the-four-year-cycle-for-losses.html)
* [Bitcoin 4-year cycles explained - Fidelity Investments](https://www.fidelity.com/learning-center/trading-investing/four-year-bitcoin-and-crypto-cycles)
* [AI Capex Is Propping Up the U.S. Economy — But What Happens …](https://www.advisorpedia.com/markets/ai-capex-is-propping-up-the-us-economy-but-what-happens-when-the-boom-slows/)
* [How AI spending is impacting the U.S. economy](https://www.epi.org/blog/how-ai-spending-is-impacting-the-u-s-economy/)
* [Ex-CIA official arrested after $40M in gold bars allegedly found …](https://www.cbsnews.com/news/ex-cia-official-arrested-40m-gold-bars-allegedly-found-inside-home/)
* [Former CIA official accused of stealing $40M in gold bars - WBAL-TV](https://www.wbaltv.com/article/former-cia-official-arrested-40m-gold-bars-david-rush/71432630)

**Music**

* [ What We Are by The Doerfels](https://www.fountain.fm/track/ZLxiM6ZfA4W37YaRdNVu)