Scott on Nostr: bitcoin acting pretty uncorrelated this morning. AI CapEx being orders of magnitude ...
bitcoin acting pretty uncorrelated this morning. AI CapEx being orders of magnitude lower than expected if DeepSeek's training is as disruptive as advertised means the AI bubble is popping, while bitcoin is being seen as the place to be to capture all this deflation
Published at
2025-01-27 15:00:38Event JSON
{
"id": "7c3adfcd36f69f4f1fecd06d38fad75875709936fe558490e2f436860902d147",
"pubkey": "120c9931245965428e61327a4d6b5391bbe77ebd264ed5525253b722882fde8e",
"created_at": 1737990038,
"kind": 1,
"tags": [],
"content": "bitcoin acting pretty uncorrelated this morning. AI CapEx being orders of magnitude lower than expected if DeepSeek's training is as disruptive as advertised means the AI bubble is popping, while bitcoin is being seen as the place to be to capture all this deflation ",
"sig": "f3c9874529a88d2043e6fdfb3953368a0fef33fe37ad44a1c922fc740e99fda219299175e0e3bc964299df8b1c8ac40fb9bc0059f3d435d667e73306b2670565"
}
